Baker & Associates Private Wealth Management

10/12/2026

One of the greatest gifts of this season is the kindness and thoughtfulness of the people around us.

Wonderful clients surprised us with fresh loaves of homemade sourdough bread, baked by hand and made with love. Gestures like these remind us how grateful we are for the relationships we've built and the incredible people we're fortunate to work with.

This Thanksgiving, we're thankful for the trust, friendships, and sense of community that make what we do so meaningful.

Wishing everyone a Thanksgiving filled with gratitude, love, and time with those who matter most.

10/09/2026

Mandy and Kathy recently joined colleagues and the IG Investments Team in Vancouver for the Canada-wide Portfolio Manager Roadshow.

The event focused on the value of active portfolio management and provided valuable insights from leading portfolio managers and investment professionals from across the country. As part of our commitment to ongoing education and professional development, we continue to seek opportunities that enhance our knowledge and expertise. The strategies, perspectives, and market insights shared during the roadshow will help us better support our clients through informed decision-making and thoughtful portfolio management.

We are grateful for the opportunity to learn, collaborate, and bring these valuable insights back to our practice.

10/05/2026

A heartfelt thank you to Rosemary Lane & Co for helping us recognize and celebrate two outstanding Powell River businesses and their hardworking teams. We even had a few VIP visitors stop by to join in the fun. The food was exceptional, and Jo-Al's famous cookies were a huge hit. We are grateful to support local and work alongside such amazing people and businesses.

09/30/2026

Today, the team at Baker & Associates is joining in reflecting on the painful history and ongoing impacts of residential schools. At IG we are committed to learning, supporting Indigenous communities and spreading awareness. Together, we can work towards a future of truth and reconciliation.

09/24/2026

09/16/2026

To close out our Summer Highlights, Gavin's summer has been a great one for making memories. He's spent his time enjoying the outdoors between climbing, fishing, and camping all while working and continuing his education.

This fall Gavin plans to continue studying while hard at work here in the Courtenay office.

09/11/2026

Continuing our summer highlights from the team here at Baker & Associates, this time from Mandy who shares her two passions combining for one meaningful summer!

"Giving back to my community and taking time to enjoy the beauty around us are two things I love. They have been meaningful reminders to me of what truly matters and the importance of making space for both purpose and adventure. "

Check out the Cumberland Lodge project we helped support:
https://tinyurl.com/y4p625kn

09/07/2026

Do you remember your first job?

As we celebrate Labour Day, it's amazing to reflect on how much work, wages, and opportunities have evolved over the last century. For more than 100 years, IG has had the privilege of helping hardworking Canadians turn paycheques into plans, dreams into goals, and goals into financial security.

Whether you were delivering newspapers, scooping ice cream, working on a farm, or stocking shelves, every first job teaches lessons that stay with us for life.
If you have a moment, share your first job (and hourly wage if you can recall)!

Happy Labour Day to all the workers, past and present, who help build our communities every day.

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