Baker & Associates Private Wealth Management

09/02/2026

As summer begins to wind down, we thought we'd share a few highlights from the team here at Baker & Associates starting with Kathy:

"This summer has been a balance of learning, family, friendship, and adventure. While I've been busy working toward my Elder Planning Counsellor designation, I've also made time to enjoy all the moments that make summer special!

Because growth isn't just about what happens at your desk. Sometimes the best learning happens out on the water, on the road, or making memories with the people who matter most." - Kathy

08/26/2026

Want to check in on the Market? Back-to-school season is here, and so is the markets’ year-to-date report card. Baker & Associates Invites you, if interested, to register for a webinar on Sept. 10 to learn more about the current environment.

https://bakerpwm.ca/events

08/13/2026

06/07/2026

06/01/2026

Thank you to all who joined us!
IG Wealth Management Walk for Alzheimer's - Comox Valley
IG Wealth Management - Greater Vancouver Island
Comox Marina Park

05/27/2026

Another great initiative! We are proud to have supported The True Door Project at Cumberland Lodge.

This transformation speaks to the power of community in creating spaces that feel warm, familiar, and truly like home. It’s inspiring to see so many other partners and individuals come together for this shared purpose.

We are grateful to have been part of something that will have such a lasting and positive impact. Wonderful work Comox Valley Healthcare Foundation!

05/20/2026

We are proud to be collaborative sponsors of the Comox Valley Transition Society's 6th Drive Away Domestic Violence Golf Classic with Live Auction Feature:

Vancouver, BC - Chris Stapleton Concert and Getaway for Two!

Take flight for an unforgettable night of music, city energy, and connection. This exclusive package includes:
-Return flights for two on Pacific Coastal Airlines from Comox to Vancouver
-1 night accommodation at the Sutton Place, Vancouver
-Two concert tickets to see Chris Stapleton live in concert on July 22, 2026

From takeoff to encore, this experience brings together effortless travel, a night in the city, and one of the most powerful live performers in music today. Whether it’s a celebration, a getaway, or simply a night to remember, this is your chance to experience Vancouver at its best with world-class music at the heart of it!

⛳ Mark your calendars!

The 6th Annual CVTS Drive Away Domestic Violence Golf Classic tees off May 29 at Crown Isle. Your game helps fund vital programs supporting women, children, and families in crisis.

🎟️ Register today: cvts.ca

05/14/2026

We’re excited to be back walking for Canada’s largest fundraiser in support of the Alzheimer Society. As part of IG’s national commitment to this cause, our team at Baker & Associates feels deeply connected to the impact this work has on families in our community.

Since 2015, the IG Wealth Management Walk for Alzheimer’s events have raised more than $50 million for people living with dementia and their care partners.

We’d love for you to join us to help raise even more funds for families living with Alzheimer's disease and other forms of dementia.

Learn more, Register, and Donate:
https://support.alzheimer.ca/site/TR?pg=entry&fr_id=5492

03/05/2026

Thank you to all of the powerhouse women of Thewebc Comox Valley Women's Business Network Sid Williams Theatre Chrissie Bowker Projects you are all catalysts for change redefining what is possible! What an evening to kick off International Women’s Day week!

03/03/2026

Thank you for a fabulous evening YANA! 40 looks good on you!