About IG Private Wealth Management - Bill Kennedy
Address:
121 5 Ave Unit 301
Kamloops, BC V2C 0M1
Phone: (250) 371-1708
Email: Bill.Kennedy@igpwm.ca
Kennedy & Associates Private Wealth Management helps business owners, incorporated professionals, senior lawyers, healthcare business owners and high-net-worth families bring greater structure to complex financial decisions. With offices in Kamloops, Vernon and Salmon Arm, the team serves clients across southern British Columbia with integrated financial planning designed around both personal and business wealth.
The firm takes a coordinated approach to financial planning, connecting areas that are often considered separately. Services include retirement planning, tax planning, investment planning, insurance planning, cash management, estate planning, business succession, charitable giving, wealth transfer and post-secondary education planning. For business owners and incorporated professionals, planning can also involve corporate savings, retained earnings, retirement income and the transition or sale of a business.
Kennedy & Associates works with clients to create financial strategies that evolve as their circumstances, priorities and goals change. The team also has access to specialists within IG Wealth Management, including professionals in tax, estate planning, insurance, mortgages, investments and advanced financial planning. This collaborative approach helps clients understand how different financial decisions affect one another and provides a clearer framework for building, protecting and transferring wealth over time. The goal is to support informed decisions while keeping the client’s broader financial picture organized and connected.
Keywords: Financial advisor, Financial planner, Financial consultant, Tax consultant, Stock broker, Financial audit, Finance broker, Investment service, Estate planning attorney
Hour: Monday–Friday 9:00 AM - 5:00 PM
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