Welcome to Kennedy & Associates Wealth Management
We help business owners, professionals and high net worth families create and maintain an IG Living Plan that allows them to understand and stay focused on their financial goals through efficient tax planning. Our dedication ensures that clients enjoy a secure and prosperous retirement.
Who we help
We work with clients who have enjoyed success and built substantial wealth. We help define near and longer-term strategies to maximize financial well-being, minimize taxes and ensure our clients are able to take care of the things that matter most to them.
What we do
Our team has more than 35+ years combined experience in financial services, and our expertise is complemented by that of IGâs in-house tax, estate, insurance, mortgage and advanced financial planning professionals. Working together, we create a tailored strategy for your fiscal well-being that looks at every aspect of your financial life â a living plan that evolves as your circumstances change over time. Because we know that, in the big picture, every little detail matters.
Tax Planning
Taxes impact every aspect of your financial life and tax-mitigation strategies are a critical part of sound financial planning. Our holistic approach integrates sophisticated tax-planning solutions to help you keep more of your wealth over the long term.
What our clients say
Bill and his team helped us overcome being unsure how much money we needed to achieve our financial goals. We went from a mindset of "just keep saving and hoping for the best" to being clear and confident. Bill and the team helped us clarify what we think our future financial goals and dreams might look like. We feel confident that we have taken the initial steps we should take to optimize our finances, both currently and as we look towards retirement. We have made a commitment to check in regularly to track our progress and adapt our IG Living Plan as our needs and circumstances change over time. There will always be new and exciting opportunities that might change our current plans, but we feel confident that we will be able to adjust our plan with Bill, in real time, to make sure we stay on track.
- Nathan & Ali V.
Bill and the team helped us figure out how much money we need for our current lifestyle and into the future to help secure our retirement. We know what initial steps we should take to optimize our finances, and we have made a commitment to check in regularly to track our progress and adapt our IG Living Plan as our needs and circumstances change through the years. Our returns have been solid and the entire process helps us to understand how things like inflation and how much we can save will affect us over time.
- Martin & Julie T.
My husband had recently passed away and as the executor of his will l was struggling with all the paperwork, not to mention trying to deal with my finances. My husband had previously dealt with all of our investments. I called IG Wealth in Kamloops and was told Bill Kennedy would see me. My lucky day! Bill went over my portfolio with me and explained all aspects and what would be best for me. He had empathy for my situation, was kind and made me feel very comfortable that my finances would be well looked after. When I relocated, he took the time to make sure I had someone from IG in my area that I could contact. I highly recommend Bill Kennedy.
- Ruby N.