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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 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. 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 are able to take care of the things that matter most to them. BUSINESS OWNERS AND ENTREPRENEURS PRE-RETIREES AND RETIREES FAMILIES 1. 2. 3. Learn more WHAT WE DO Our team has more than 35+ 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. 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. 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. 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. BUSINESS SUCCESSION PLANNING -------------------------------------------------------------------------------- Business owners spend 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. IG PRIVATE COMPANY ADVISORY -------------------------------------------------------------------------------- As a business owner, the IG Private Company Advisory team can help create wealth for you by ensuring that its services are tailored to your company's specific needs and circumstances, enabling you to seize opportunities and create long-term value. Their expertise and dedication to understanding your business sets them apart. 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. TAX PLANNING INSURANCE PLANNING INVESTMENT PLANNING RETIREMENT PLANNING MORTGAGES AND CASHFLOW PLANNING ESTATE AND LEGACY PLANNING BUSINESS SUCCESSION PLANNING IG PRIVATE COMPANY ADVISORY CHARITABLE GIVING 1. 2. 3. 4. 5. 6. 7. 8. 9. Learn more 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. 1. 2. 3. WHAT'S YOUR PLAN? We can help you enjoy your wealth today as we help you prepare for the future. Meet now CONTACT Kennedy & Associates Wealth Management Phone: 250-371-1708 Email: bill.kennedy@ig.ca Investors Group Financial Services Inc. CONNECT Book a meeting Subscribe to our newsletter LOCATION 206-140 Alexander St. NE , Salmon Arm, BC V1E 4R3 By continuing to browse this site you give consent for cookies to be used. 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