IG Private Wealth Management - Bill Kennedy

About

Based in British Columbia, Kennedy & Associates Private Wealth Management provides comprehensive financial planning for business owners, professionals and high-net-worth families. The team has offices in Kamloops, Vernon and Salmon Arm and works with clients who want a more coordinated way to manage personal wealth, corporate finances, retirement planning and long-term family goals. Kennedy & Associates helps clients connect the major areas of their financial lives. Its services include tax planning, retirement planning, investment planning, insurance planning, estate planning, cash management, business succession, charitable giving, wealth transfer and post-secondary education planning.