Bay & Associates - IG Private Wealth Management

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Bay & Associates - IG Private Wealth Management Bay & Associates provides comprehensive financial planning expertise for clients in BC, AB, SK, and ON. IG Wealth Management Inc., Mutual Fund Division

Happy Thanksgiving! Wishing those across Canada who celebrate a joyful and restful long weekend filled with gratitude an...
10/12/2026

Happy Thanksgiving! Wishing those across Canada who celebrate a joyful and restful long weekend filled with gratitude and time well spent with loved ones.

September 30 is Orange Shirt Day and National Day for Truth and Reconciliation. We encourage all Canadians to wear orang...
09/30/2026

September 30 is Orange Shirt Day and National Day for Truth and Reconciliation. We encourage all Canadians to wear orange in honour of the children who never returned home and the Survivors of residential schools, as well as take time to acknowledge and raise awareness of the profoundly tragic legacy of residential schools.

This year also marks 10 years since the Truth and Reconciliation Commission’s Final Report—a reminder of the progress made and the continued need for action. Through our Reconciliation Action Plan, we remain committed to listening, learning and advancing reconciliation in partnership with Indigenous communities.

A night of laughs that turned into something even better. ❤️We’re so grateful to our clients who joined us for this year...
09/28/2026

A night of laughs that turned into something even better. ❤️

We’re so grateful to our clients who joined us for this year’s Comedy Tour - and helped us make a meaningful contribution to the Central Okanagan Community Food Bank.

Together, we raised:
💰 $2,565 in monetary donations
🥫 200 lbs of non-perishable food
🙌 $3,307 in total impact

Thank you for coming out, sharing some laughs, and helping us give back to our community. We are lucky to have clients who make nights like this so much more meaningful. ❤️

09/28/2026

Life doesn’t always go according to plan. For IG Private Wealth Advisor Ken Thomas, a prostate cancer diagnosis came when he least expected it. Watch Ken share his personal story and why his experience reinforced his belief that insurance and risk management are an important part of a financial plan.

Watch Ken share his story: https://ow.ly/lxlR50ZSip4

09/16/2026

To celebrate IG's 100th anniversary, IG Advisors offered 100 of their top financial tips. Which ones could help you the most? Talk to us to find out how these tips could help boost your financial plan.

When our neighbours need us, we show up. ❤️On August 17, the Bay & Associates team had the opportunity to take part in t...
09/02/2026

When our neighbours need us, we show up. ❤️

On August 17, the Bay & Associates team had the opportunity to take part in the Central Okanagan Community Food Bank's Emergency Hamper Build, supporting families and individuals impacted by the devastating BC wildfires.

For many of those receiving these hampers, the need goes far beyond putting food on the table. Some have lost their homes, their belongings, and so much of what they’ve built their lives around. In the midst of such unimaginable loss and uncertainty, a hamper may seem like a small thing - but it’s one way of saying, you are not alone.

We were grateful to spend the day alongside others in our community, helping prepare emergency hampers for those navigating an incredibly difficult time.

Thank you to the Central Okanagan Community Food Bank for the work you continue to do to support our neighbours when they need it most.

Our thoughts remain with everyone affected by the wildfires, and we’re proud to be part of an Okanagan community that comes together when it matters. 💙

08/12/2026

❤️ Our hearts are with our Okanagan community.

It’s incredibly difficult to watch so many of our neighbours across the Okanagan and throughout BC face evacuations, loss and uncertainty as wildfires continue to impact our communities.

As a team that calls the Okanagan home, we believe that when our community needs us, we show up.

We’re proud to support a local Wildfire Family Meat Pack fundraiser in partnership with Mamas for Mamas, helping provide food to families who have been displaced by the wildfires.

For $35, you can donate a $50-value meat pack to a family in need. You don’t receive the meat yourself - your donation helps put food directly into the hands of someone who needs it.

If you’re in a position to help, we hope you’ll consider donating or sharing the fundraiser with your network. Even a small contribution can make a difference. ❤️

And for those in affected areas, please stay informed through official local emergency services and follow evacuation orders and alerts.

Thinking of our neighbours, the families who have been displaced, the communities who are hurting, and the incredible firefighters, first responders and volunteers working tirelessly to keep people safe.

We’re in this together.

➡️ Purchase your Wildfire Family Meat Pack here: https://yfmeats.ca/products/wildfire-relief-donation

Yesterday, we celebrated a special milestone - Kim's anniversary! 🎉Kim, your dedication, hard work, and positive energy ...
06/04/2026

Yesterday, we celebrated a special milestone - Kim's anniversary! 🎉

Kim, your dedication, hard work, and positive energy have made a lasting impact on our team and everyone around you. We're so lucky to have you with us.

Here's to you and all that you've accomplished - we can't wait to see what's next! 🙌

We’re back home from an incredible few days at our region retreat at Sparkling Hill Resort.We spent the day learning fro...
05/29/2026

We’re back home from an incredible few days at our region retreat at Sparkling Hill Resort.

We spent the day learning from a lineup of powerful speakers and conversations - from the future of our company and the growing role of AI adoption, to total cost reporting, the real-life impact of insurance during a cancer journey, and a memorable session from retired industry legend Brad Campbell.

What stood out most was the reminder that this industry is ultimately about people. Behind every policy, plan, and conversation is someone trusting us during important moments in their lives.

We’re heading home feeling refreshed, energized, and grateful for the opportunity to connect with colleagues from across the region. Excited to bring that energy back to what matters most: serving our clients and communities well.

Our annual BC Interior Region Retreat is officially underway at Sparkling Hill Resort & Spa. ✨The week kicked off with g...
05/27/2026

Our annual BC Interior Region Retreat is officially underway at Sparkling Hill Resort & Spa. ✨

The week kicked off with golf, spa time (which Jamie and Sarah were thrilled by 😍), incredible views, and the opportunity to reconnect with colleagues from across the Okanagan before diving into the days ahead together.

Looking forward to a great few days of collaboration, connection, and conversations centered around how we continue moving our business forward in a client-focused way.

We’re grateful for the hospitality and the chance to spend this time together as a team ☀️

Address

Landmark 6, 1631 Dickson Avenue Floor 6
Kelowna, BC
V1Y05B

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 4:30pm

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