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IG Wealth Management - Bill Kennedy

Salmon Arm, Kamloops, British Columbia

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About

IG Wealth Management has been serving Canadians across Canada since 1926. In my practice, we offer a range of solutions for Business Owners, Families, and Professionals.

From retirement planning to tax planning we help you figure out exactly how to get from where you are to where you want to be in the most tax efficient way.

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5/5

1 customer review

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16 December 2020

Very professional and knowledgeable. Also fantastic about getting back to us with any questions and concerns! We highly recommend Bill!

IG Wealth Management - Bill Kennedy
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Reply from IG Wealth Management - Bill Kennedy

Thanks so much Carmen! You and Shane have been wonderful to work with and I look forward to a long and prosperous business relationship!

Q&As

Watching my clients go through the process of creating a strategic, tax efficient Living Plan that adapts to changes in their lives as we move through time is not only rewarding, but vital work for the clients we serve.

Even many new clients with good savings habits benefit greatly by going through our process. There is no UP FRONT cost and the process starts with a conversation.

There is a HUGE need in British Columbia for detailed, holistic financial planning. Even if you think you are 'all good', we can most often find efficiencies to improve on your finances over the course of time.

I run a relatively small practice with right around 200 client families. My licensed Associate Shanna Findlay and I make ourselves available to our clients 24/7/365. All clients have access to my personal cell phone should any emergency situation arise.

Is this the kind of relationship you have with your current 'advisor'?

We can provide services for everything we do 100% remotely. Located in the Southern Interior of BC, we have recently brought on new clients as far away as the Fraser Valley, Northern BC and Vancouver Island.

All IG offices are currently closed to face-to-face client meetings so we have incorporated a range of initiatives, including digital forms and digital document signing with a dual authentication process to allow us to do business with our clients remotely.

We are able to use Microsoft Teams to video conference with our clients and this also allows us to 'screen-share' with out clients so they can see their accounts in real time as we go through their specific case needs.

Services

I help Business Owners, Families, and Professionals create comprehensive, tax efficient financial plans that cover current cash flow, goals and concerns, retirement planning, tax planning for now and in the future.

My process includes a thorough Insurance Needs Analysis to help you understand how much insurance you currently have, how much insurance you actually need, and whether or not you are adequately insured at present. We will shop rates for you through multiple vendors and help you apply for the right kind of insurance for the right price.

My process includes a thorough Insurance Needs Analysis to help you understand how much insurance you currently have, how much insurance you actually need, and whether or not you are adequately insured at present. This includes a full analysis of ALL current coverages through Group Benefits at work. We will shop rates for you through multiple vendors and help you apply for the right kind of insurance for the right price

My process includes a thorough Insurance Needs Analysis to help you understand how much insurance you currently have, how much insurance you actually need, and whether or not you are adequately insured at present. We will shop rates for you through multiple vendors and help you apply for the right kind of insurance for the right price

My process includes a thorough Insurance Needs Analysis to help you understand how much insurance you currently have, how much insurance you actually need, and whether or not you are adequately insured at present. We will shop rates for you through multiple vendors and help you apply for the right kind of insurance for the right price

We offer a full review of your current Group Benefits Plan and provide options and will obtain quotes from multiple vendors to find you the right coverage for your employees at the right price.