Mandy and Kathy, Two women standing in front of a blue door, smiling. One is wearing a tan blazer, white suit pants, and heels; the other is wearing a beige blazer, white outfit, and beige shoes. They are welcoming you.

IG Wealth Management | Courtenay

Welcome to Baker & Associates

Thoughtful Planning. Trusted Relationships. Lasting Confidence.

Clients at the Heart of Our Work include:

Women aged sixty and over Seeking Confidence and Clarity

We work with women who want to feel informed, respected, and confident in their financial decisions. We prioritize your voice at the table. We provide clear, jargon free explanations and take the time to ensure you understand your options so you can make decisions with confidence and peace of mind. If you have experienced a shift in family/marital dynamics, loss of a spouse, divorce, or changing responsibilities AND/OR feel at all uncertain about what investments you hold, how your wealth is structured, or whether it will support the life you envision – call us.

Couples Planning for Life’s Unpredictable Moments

We support couples who want assurance that both partners are known, supported, and prepared, especially when one spouse has not traditionally managed the finances. By building a relationship with both individuals, we help ensure continuity during moments of health challenges, loss, or unexpected change. This proactive approach creates comfort and clarity, allowing life to unfold with greater confidence and less uncertainty.

Legacy Focused

We guide those who have built, or will inherit, meaningful wealth and want to pass it on with intention. Our work helps clarify what can be gifted during your lifetime, what is best transferred later, and how to structure bequests in a thoughtful and tax aware manner. Whether supporting family, future generations, or charitable causes, we help ensure your legacy reflects your values and priorities.

About our team
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
A smiling woman with curly blonde hair wears a light pink jacket and stands in front of a landscape painting with beige, blue, and green tones, with dried pampas grass in the foreground.
Mandy baker, A woman with wavy blonde hair wearing a black dress, smiling ready to help you with your finances and wealth.

Our Passion.

Mandy Baker and Kathy Pilon, Two women, in a kitchen having a conversation about financial planning one is sitting on the counter holding a mug, the other is standing with arms crossed.

We champion the strength of women, guiding them toward financial clarity so their confidence can rise as steadily as their ambitions.

We help couples shape a shared financial path, turning conversations into harmony and long term vision into something they can walk together.

We support families in shaping their legacy, helping generosity flow forward so their impact continues long after the moment it was given.

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.

  • A smiling woman carries a rolled-up rug on her shoulder, while a man stands in the background in a doorway, both in a cozy home interior.

    Estate Planning

  • A cozy living room corner with a light green sofa, beige pillows, a plant on the window ledge, a French bulldog lying on a fluffy dog bed, and a cowhide rug on a wooden floor.

    Transitioning out of your Home

  • A woman holding a young boy at the beach during sunset, smiling and enjoying time together.

    Intergenerational Wealth

  • A man and woman walking on a grassy field with a dog, surrounded by trees with autumn foliage.

    Inherited Wealth

  • An elderly woman and an elderly man gently pet and hold a happy beagle dog outdoors during golden hour.

    Facilitated Family Meetings

  • Light pink carnations and green eucalyptus leaves on a light textured background.

    Loss of a Loved One

  • A person wearing a beige sweater holding hands with another person in a black long sleeve shirt, with the person in black placing their hands on top of the other's hands on a white surface.

    Charitable Gifting & Philanthropy

  • A woman sitting on a yellow chair, painting on a small round palette, with an easel nearby, in a cozy living room with a fireplace and decorative items.

    Retirement

What people are saying …

  • "We are extremely grateful for Kathy and Mandy's advice and always look forward to our financial planning meetings with them. Their warm, professional reception, thorough preparation, clear presentation and in-depth knowledge are inspiring and reflected in our always-pleasing financial returns. I happily and confidently recommend them and their services to my family and friends."

    MC

  • "We have a trusted client relationship with Baker & Associates in Courtenay, BC. We are open and receptive to receiving financial counsel; and to the 'team' for tailoring our financial needs. We truly appreciate that our portfolio shows signs of improvement! Their financial expertise along with their mindful listening: is key to being our choice of business in the Comox Valley. There is not ever a question — not worth asking."

    CG

  • "Our sincere congratulations on winning the Jeff Carney Award for Financial Planning Excellence. We are so pleased to see you recognized for the wonderful work you do. We are extremely grateful to be your clients and know that we can always rely on you for help and advice on our investments. We also value your friendship and understanding of our limits in the investment world."

    SSP

FAQs

  • IG Wealth Management 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.

  • Yes! 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 a Certified Financial Planner and aligns with your core values.

  • 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 in Alberta as well. IG Wealth is National, so never hesitate to contact us to help find a great fit if you live outside of these provinces.

    We offer virtual appointments, both for convenience and to help reach clients outside our physical home base of the Comox Valley. Schedule an in person or virtual appointment anytime using our online booking form.

  • Passion #1 Women aged 60+ - Seeking confidence and clarity in their finances. We prioritize your voice at the table and offer jargon free explanations. Our services suit those who have experienced a shift in family or martial dynamics, feel uncertain about what investments they have and if it will last for years to come.

    Passion #2 Couples who want to ensure their spouse (that is not involved in finances), has a strong relationship with a team that cares when there is health diagnosis, tragedy or change in life. This pro-active mindset provides comfort, confidence, and freedom as life pivots. Building a trusted relationship allows both parties grace to live life with a back up plan in place.

    Passion #3 Legacy seekers - Those who have grown or will inherit significant wealth and want to ensure assets are passed to loved ones or charity the most tax efficient way. We help determine what and how you can gift now, at death and define your bequests.

    We tailor our work to complexity rather than just account size. Many households we serve have $1,000,000+ in investable assets or are building toward that level. If you’re unsure, book a quick call we’ll confirm fit and next steps.

  • Start here: Book a Quick Call

    Process:

    1. Intro call (15 minutes) to understand your goals and questions.

    2. Discovery meeting to gather details about your current situation.

    3. Plan design & recommendations tailored to your priorities.

    4. Implementation & ongoing reviews so your plan stays current.

    Any questions? Reach out here

  • We schedule regular check ins (at least annually) and additional touchpoints around key life events: new milestones, marital status shift, health diagnosis, and death.

  • We review your plan, confirm your cash flow runway, and adjust only when it serves your long-term goals. Disciplined processes and diversified portfolios help keep decisions grounded.

  • If convenient: recent account statements, a list of pensions/benefits, insurance policies, and estate documents (will, POA). Don’t worry if you don’t have everything, we’ll provide a checklist.

  • Absolutely. With your permission, we’ll coordinate with your tax and legal professionals to keep recommendations aligned and reduce duplication or gaps.

  • We’re transparent about fees before any implementation. Fees depend on the scope of services and investment solutions used. We’ll show you the costs, how they’re charged, and what’s included in ongoing service.