Bay & Associates - IG Private Wealth Management

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.

04/20/2026

Please join us in wishing Jamie a very happy birthday! 🎈

Your professionalism and genuine care for both colleagues and clients help shape the culture we’re proud of.

Wishing you a year ahead filled with growth and happiness!

04/17/2026

IG Wealth Management is proud to announce we’re the National Partner of Pickleball Canada.

As National Partner, we’re supporting Canada’s fastest-growing sport and the communities and players behind it. Pickleball’s focus on strategy, connection and longevity closely reflects how we help Canadians plan with confidence.

This multi year partnership reflects our belief that living well today and planning confidently for tomorrow go hand in hand. We’re excited to support grassroots development and programs coast-to-coast, and the 2026 Pickleball Canada National Championship in the Greater Toronto Area August 24-30.

Here’s to building connections on and off the court. Read more: https://ow.ly/j9aK50YFhrS

04/16/2026

We’re still in the thick of tax season - the focus shifts from reporting to strategy.

Many families realize there are opportunities for tax-efficient charitable giving, capital gains management, and bonus or dividend timing.

📍 Insights We’re Sharing:

- Coordinating corporate and personal tax planning
- Identifying deductions or credits often missed
- Strategic giving and gifting opportunities

Want to know more? Send us a message!