Business Hours
Monday 9:00am - 5:00pm
Tuesday 9:00am - 5:00pm
Wednesday 9:00am - 5:00pm
Thursday 9:00am - 5:00pm
Friday 9:00am - 5:00pm
Saturday Closed
Sunday Closed
IG Private Wealth Management - Bill Kennedy
Listed In: Financial Planning
Kennedy & Associates helps successful business owners, professionals and families organize the many moving parts of their financial lives. Serving clients from offices in Kamloops, Vernon and Salmon Arm, British Columbia, the private wealth management team specializes in coordinated planning for… Kennedy & Associates helps successful business owners, professionals and families organize the many moving parts of their financial lives. Serving clients from offices in Kamloops, Vernon and Salmon Arm, British Columbia, the private wealth management team specializes in coordinated planning for people dealing with business ownership, incorporated income, investments, retirement decisions and long-term wealth preservation. The firm offers a broad range of financial planning services, including retirement planning, tax planning, investment planning, insurance planning, cash management, estate planning, business succession, charitable giving, wealth transfer and post-secondary education planning. Its work is intended to connect personal and corporate decisions so that one part of a financial strategy does not operate in isolation from the rest. For a business owner, that may mean coordinating retained earnings, personal investments, retirement income and succession planning. For a professional or family, it may involve balancing current lifestyle needs with investment goals, tax efficiency, estate planning and future generations. Kennedy & Associates also has access to IG Wealth Management specialists in tax, estates, insurance, mortgages, portfolio strategy and advanced financial planning. This team-based approach gives clients a central planning relationship while allowing specialized expertise to be incorporated when appropriate, creating a financial plan that can adapt as circumstances and goals evolve. Read more
IG Private Wealth Management - Bill Kennedy
121 5 Ave Unit 301, Kamloops, BC
121 5 Ave Unit 301, Kamloops, BC
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