IG Private Wealth Management - Bill Kennedy

Created/changed by: kennedyassociate

Address details

121 5 Ave Unit 301, Kamloops, BC V2C 0M1

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Coordinates

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Phone & WWW

(250) 371-1708
https://www.kennedyassociates.ca/

Business hours

Monday–Friday 9:00 AM - 5:00 PM

Info

Kennedy & Associates Private Wealth Management provides comprehensive financial planning and wealth management for business owners, incorporated professionals, healthcare professionals, lawyers and families across Kamloops, Vernon and Salmon Arm. Our team helps clients plan for retirement, reduce taxes and build investment strategies that support long-term goals. We also provide guidance on insurance, estate planning, business succession, charitable giving and wealth transfer. Our approach brings your financial life together in one clear plan so you can make informed decisions, protect what you have built and prepare for the future with confidence.

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