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Skip to main content Book a meeting Client login menu Book a meetingClient login * About us * Who we help * What we do * Insights * Get in touch * Client centre WE VIEW EACH CLIENT AS IF THEY WERE OUR FIRST. Learn more WELCOME TO CLAY, FUNG & ASSOCIATES PRIVATE WEALTH MANAGEMENT We are a team of financial professionals that work with families and individuals in Victoria, British Columbia, in need of financial planning before retirement or during transitional periods in their lives. This is often due to retirement and/or health changes that require location and lifestyle changes. Learn more 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 able to take care of the things that matter most to them. PRE-RETIREES AND RETIREES FAMILIES BUSINESS OWNERS AND ENTREPRENEURS HEALTH CARE PROFESSIONALS 1. 2. 3. 4. Learn more WHAT WE DO Our team has more than 30 years combined experience in financial services, and our expertise is complemented by that of IG’s 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 — a living plan that evolves as your circumstances change over time. Because we know that, in the big picture, every little detail matters. INVESTMENT PLANNING -------------------------------------------------------------------------------- Having the right financial plan is critical to helping achieve your goals, and a personalized and detailed investment strategy is a critical element of that plan. We recognize that the best investment talent is not limited to any one firm or geography. That’s why we construct diversified portfolios managed by leading asset managers from around the world and comprised of a wide variety of asset classes. Your portfolio is constantly monitored to ensure it is always aligned with your wealth preservation, growth and income priorities. RETIREMENT PLANNING -------------------------------------------------------------------------------- Transitioning away from work gives you more time for family, travel and pastimes. Ensuring you are well positioned to make the most of your well-earned retirement means understanding how much you will need to support the lifestyle you want. To help you achieve your goals, we will work with you to establish a plan for saving and, when the time comes, structure your retirement income to maximize the benefits of your accumulated wealth. 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. INSURANCE PLANNING -------------------------------------------------------------------------------- Protect the lifestyle you’ve worked hard to achieve with the right insurance solutions. After a thorough insurance needs analysis, we will recommend a solution tailored to your needs. MORTGAGES AND CASHFLOW PLANNING -------------------------------------------------------------------------------- We help you implement personalized solutions that are designed to simplify your life and capitalize on opportunities quickly, which includes having the right mortgage available to you for when you need it. Our cash management strategies will help minimize tax obligations, while maintaining your long-term financial plan. We will analyze your cash flows, assets and liabilities, and recommend credit and savings solutions tailored to your financial plan. ESTATE AND LEGACY PLANNING -------------------------------------------------------------------------------- We will help you make the most of your wealth today and for generations to come. Benefit from our expertise in customized estate planning, intergenerational wealth transfer, and strategic charitable giving. CHARITABLE GIVING -------------------------------------------------------------------------------- Enhance the impact of your charitable giving to the causes you and your family care about through a carefully constructed, tax-efficient giving plan. We help you integrate charitable giving as an important strategic component of your overall financial plan and explore timing strategies to ensure you are giving in the most effective way. BUSINESS SUCCESSION PLANNING -------------------------------------------------------------------------------- You have spent years building a successful business. When it’s time to transfer ownership, whether to a third party or a family member, we can help make sure it’s positioned for continued success, and that you will be able to unlock and benefit from the value you created. INVESTMENT PLANNING RETIREMENT PLANNING TAX PLANNING INSURANCE PLANNING MORTGAGES AND CASHFLOW PLANNING ESTATE AND LEGACY PLANNING CHARITABLE GIVING BUSINESS SUCCESSION PLANNING 1. 2. 3. 4. 5. 6. 7. 8. Learn more WHAT OUR CLIENTS SAY JOURNEY TOWARDS FINANCIAL CONFIDENCE In this client testimonial, Travis and Dixie discuss their journey towards financial confidence and how Jaret’s expertise and guidance has helped them every step of the way” WHAT'S YOUR PLAN? We can help you enjoy your wealth today as we help you prepare for the future. Meet now CONTACT Clay, Fung & Associates Private Wealth Management Direct Number: 250-704-4045 Office: 250-388-4234 Cell: 250-888-1159 Email: clay.fung@igpwm.ca Investors Group Financial Services Inc. CONNECT Book a meeting LOCATION 6th Floor - 737 Yates St., Victoria, BC V8W 1L6 Conditions of Use | Privacy | Disclosures By continuing to browse this site you give consent for cookies to be used. To find out more or to set your own preferences please read our cookie policy. * Cookies Policy Cookie settingsContinue © 2023 Clay, Fung & Associates All rights reserved.