Bay & Associates - IG Private Wealth Management

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

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! 🙌

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.

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 ☀️

05/11/2026

Today is a big milestone day for us! 🎉

Today marks Day 1 of our Securities Transition - and this is a BIG one.

This is more than just a business update… it represents months of hard work, late nights, dedication, and a major professional achievement for our team 💼✨

Completing the Canadian Securities Course is no easy feat. It takes discipline, commitment, and a serious investment of time and energy - and we are incredibly proud of everyone who helped make this happen 👏

This transition expands our capabilities and allows us to provide even more comprehensive wealth management solutions, stronger strategic guidance, and greater value for the families, professionals, and business owners we serve.

Growth like this doesn’t happen by chance - it happens because of a team committed to excellence, always learning, and always pushing forward 🚀

Today is Day 1 of an exciting new chapter, and we’re just getting started.

Here’s to bigger opportunities, continued growth, and raising the bar for client service 📈

04/28/2026

✨ What a night!

Our very own Kim Rideout, CFP, CFDS, had the privilege of joining a group of women at the Community Connections Society of Southeast BC last night for their "Money Monday event - Intro to Investing for Women". 🌳

It was an incredible evening of women supporting women, with open conversations about growing wealth, managing the cost of living, and taking those first steps toward investing with confidence.

One attendee captured it perfectly: "It was an inspiring night of learning and growing together."

Thank you to the Community Connections Society of Southeast BC, and to every woman who showed up and leaned in. We'd love to do it again! 💚

Curious about growing your wealth? In these times when living expenses are so high, women find themselves looking for ways to earn more and stretch what they have. When beginning with investing, you might find yourself wondering if you're doing it right, if you're risking too much or not enough.

We're happy to have Kim Rideout, CFP, CFDS joining us from Bay & Associates - IG Private Wealth Management on Monday, April 27 to offer women in Cranbrook some helpful tips for getting started in investments.

Join us for a meal and connection with other women at 5:30 pm in the Bellies to Babies space at 22 12th Ave N Cranbrook!

This event brought to you by the Cranbrook Women's Resource Centre!

04/24/2026

We’re growing our team 💥

Bay & Associates - IG Wealth Management is looking for a part-time Administrative Assistant to join us and play a key role in delivering an exceptional client experience behind the scenes.

This is more than just an admin role. You’ll be a key point of contact for our clients, helping keep everything running seamlessly in a fast-paced, high-touch environment supporting high-net-worth individuals and families.

A few highlights:

➡️ Part-time (15–20 hours/week)
➡️ Monday–Friday mornings (approx. 9 AM–1 PM)
➡️ Based in Kelowna or Calgary (remote considered)
➡️ Working alongside a collaborative, client-focused team

We’re looking for someone who is organized, detail-oriented, and takes real pride in their work - someone who thrives on keeping things running smoothly and creating a polished, professional experience for every client interaction.

If that sounds like you (or someone you know), we’d love to connect.

📩 Apply by May 8, 2026 by sending your resume and a brief cover letter to me by email at [email protected].

Know someone who’d be a great fit? Feel free to share this post.

04/22/2026

Fraud costs Canadians over $700 million annually. 💥

IG Wealth Management’s Shane Curtis, AVP Risk Management, and H**p Lamba, CFP, SVP Financial Services, will discuss the latest scam trends, how to recognize red flags and what steps to take to protect yourself and your family.

This session will explore:

➡️ The latest scam trends affecting Canadians.
➡️ Key red flags to watch for.
➡️ What to do if something seems suspicious.
➡️ How IG Wealth Management helps protect clients.

Save your spot now: https://event.on24.com/wcc/r/5282076/89690B9E87E06FEF599BD24991582DC8?partnerref=RO04_AndrewBay

04/21/2026

Each month, we bust one common misconception about money, investing, or planning that we see with high-net-worth families.

Myth: High income automatically means a strong financial strategy.

Truth: Earning a high income doesn’t guarantee disciplined planning. Even clients with substantial earnings often have misaligned investments, overlooked tax opportunities, or unstructured succession plans.

Takeaway: Align income with a holistic strategy covering taxes, investments, estate, and lifestyle goals - wealth isn’t just about earnings, it’s about how it’s managed.