Investors Group Wealth Management Professionals Mandy and Kathy

IG Wealth Management | Courtenay

Welcome to Baker & Associates

We believe preparation builds confidence.

Wealth management professionals Mandy and Kathy have the breadth of experience and strength in their family-style office to reduce noise in life. They listen, dissect complexity, and deliver immeasurable support with their private wealth planning experience.

Baker & Associates are powerhouse stewards, providing confidence with absolute clarity. They are changing the way women feel about directing their wealth, which is empowering, equitable and holistic.

The team is shifting the narrative with curated concierge services women deserve.

We invite you to join us.

IG Wealth Management Professionals Mandy and Kathy relaxing at home
IG Wealth Management Professionals Mandy and Kathy viewing data on a computer at a desk
Baker and Associates team members Mandy, Kathy and Laura working together
Baker and Associates team Mandy, Kathy and Laura

Our Passion.

Investors Group Wealth Management Professionals meeting and discussing financial strategies

IG Wealth Management provides tailored financial guidance to individuals at all stages of life. We understand the importance of providing confidence and security in your financial journey, recognizing that each individual's circumstances are unique.

We specialize in wealth management, retirement and pension planning, insurance planning, minimizing taxes, charitable giving and many other topics that can benefit from professional financial advice.

Let us help make a plan that fits your needs and goals so you can feel confident no matter what life brings - it's our passion.

Proud to be Local.

Heart shaped driftwood overlooking the water in Courtenay, BC

Located in Courtenay, BC, we take great pride in serving as a resource for wealth management solutions within our local community. With access to trusted asset managers globally, we provide world-class expertise with small-town authenticity.

IG Wealth Management is also honoured to support Vancouver Island charities such as Y.A.N.A, IG Wealth Management Walk for Alzheimer’s, the Comox Valley Healthcare Foundation, and the Comox Valley Food Bank. We are proud to help these local charities through financial donations as well as volunteer work.

Getting Started is Easy.

Investors Group Wealth Management professionals meeting at a desk

With our online booking form, you can schedule a meeting that suits your availability. Options range from a quick 15-minute introductory call to a full financial planning meeting. For your convenience, virtual meetings are also available.

We will discover what matters to you - your values, concerns, and what you want to achieve. We then provide clarity by answering any questions you may have and tailoring a financial plan to your needs.

Financial planning with IG Wealth Management provides comprehensive strategies that go beyond investments, including risk mitigation, tax-efficient strategies, estate planning and charitable giving.

  • Estate Planning

  • Transitioning out of your Home

  • Intergenerational Wealth

  • Inherited Wealth

  • Facilitated Family Meetings

  • Loss of a Loved One

  • Charitable Gifting & Philanthropy

  • Retirement

What people are saying …

  • “After dealing with Baker & Associates for a number of years we feel it is time to share our appreciation. The team they are such professionals. Each meeting we learn more about our investments. We very much appreciate the efforts of the whole team to make us better investors.”

    C & M

  • "Boy, the team is fast and really great at they're job. We can tell that they are doing exactly what they love. We are grateful to have them on our side. Thanks again for everything you do.”

    LS

  • “We value your friendliness and trust the advice you have provided over the years. Your comfortable office, our customized specialty drink, large screen for viewing statements and chocolates makes us feel special.”

    M & S

FAQs

  • Investors Group Financial Services Inc. is owned by IGM Financial, a leading wealth and asset management company that is committed to improving Canadians’ lives through better financial management.

    IG Wealth Management professionals understand that true financial advice goes far beyond investments. They set themselves apart by taking the time to fully understand the unique needs of each client. This deeper understanding helps build a more effective financial plan for each individual.

    Your IG Wealth Management advisor plays a proactive role in helping manage your finances, constantly keeping tabs on life circumstances that could affect your financial situation. Providing financial confidence, clarity, and security are at the heart of everything we do.

  • With all the websites and do-it-yourself options online, it might seem like a good idea to handle your finances on your own. But think about it: would someone without experience be able to do your job as well as you?

    IG Wealth Management professionals not only give you information but also, and most importantly, know-how. You have ideas about what you want to do with your money, but to make them a reality, it is prudent to work with someone who is an expert in the field.

  • IG Wealth Management offers much more than just investments. In fact, our financial professionals spend less time investing than they used to and now help with many other financial specialties such as retirement planning, tax planning, insurance, mortgages, estate planning, business succession and charitable giving.

    We aim to provide a comprehensive financial plan that encompasses all of your finances, ensuring that all aspects of your financial life are working together to meet your goals.

  • Yes, absolutely! Our office is located in Courtenay, British Columbia; however, we work with clients all across Western Canada.

    We offer virtual appointments, both for convenience and to help reach clients in other areas of British Columbia and Western Canada. Schedule an appointment anytime using our online booking form.