Kennedy & Associates Wealth Management helps 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.

Meet our team

Access to experts

IG’s planning professionals have the knowledge and experience to address even the most complex situations. The team comprises over 20 CPAs, lawyers and other tax, estate and investment-focused specialists coast to coast.

The Advanced Financial Planning team is led by the following individuals:

Regional financial specialists

Our team has access to specialists located in our region who provide additional portfolio insight and planning strategies to enhance your Living Plan, creating additional peace of mind for you and your family.

Regional Estate and Insurance Specialist,
I.G. Insurance Services Inc.

In the media

For all media inquiries and bookings for speaking engagements, please contact us at bill.kennedy@ig.ca.