Baker & Associates

Who We Are

Mandy Baker | Baker & Associates

At Baker & Associates, we are a dedicated team of financial professionals who take the time to understand what really matters to you.

We specialize in retirement and pension planning, minimizing taxes, wealth management, insurance planning, charitable giving, educational seminars for clients and our community, and so much more.

Connections across Western Canada

Kathy Pilon | Baker & Associates

We are proud to call Courtenay, BC our home and we enjoy all of the amenities and lifestyle that Vancouver Island living provides.

Baker & Associates provides world-class financial expertise with small-town authenticity, offering access to trusted asset managers both in Canada and Internationally.

Interested in learning more? We would love to connect with you.

Meet Our Team

Access to Experts

  • Jeffrey Gopal

    Jeffrey Gopal

    Regional Estate and Insurance Specialist, I.G Insurance Services Inc.

  • Bob Gill | Investors Group Securities Inc

    Bob Gill

    CFP ®, CPCA, RRC®, Wealth Specialist, Investors Group Securities Inc

  • Christine Van Cauwenberghe | National Head of Financial Planning

    Christine Van Cauwenberghe

    B.COMM. (HONS.), LL.B., TEP, CFP®, RRC®, National Head of Financial Planning

  • Jack Courtenay | Advanced Financial Planning

    Jack Courtenay

    B.A., LL.B., TEP, CFP®, FP CANADA®, FELLOW, Vice President, Advanced Financial Planning

Mutual funds and investment products and services are offered through Investors Group Financial Services Inc. (in Québec, a Financial Services firm).  Additional investment products and brokerage services are offered through Investors Group Securities Inc. (in Québec, a firm in Financial Planning). Investors Group Securities Inc. is a member of the Canadian Investor Protection Fund.

Mandy and Kathy relaxing at home
Kathy reading a book
Kathy Pilon
Mandy on the phone
Mandy Baker

Celebrating Community Champions

We’re thrilled to honor Mandy, a two-time winner (2017/2023), and Kathy (2023) for their outstanding commitment to our community. These remarkable individuals have dedicated countless hours to local events, supporting neighbors in need, and championing important causes. Their unwavering dedication has made a positive impact in the Comox Valley, and we’re extremely proud to have them as part of our company. As a token of our appreciation, they’ve been presented with the prestigious BLUE IG Wealth community jackets. Let’s continue to work together and create a brighter future!

Community Involvement

What people are saying …

  • — Organizing our investments

    Many thank you’s for being so pleasant and helpful in organizing our investments after the passing of my husband. The paperwork is beyond me but I know you have it all in A-1 order. Thanks for all your work!

    B

  • — You're like visiting good friends

    Coming to your office is such a pleasure! It’s like visiting good friends (which you are of course) I feel confident that you have our financial needs well looked after.

    A & L

  • — Thank you

    We were so touched that you remembered us and went out of your way to gather all of the well wishes from “our dear” elected officials. The cake was pretty good too!

    J &M

  • — Thank you

    Our family is very comfortable with the advice and assistance you have given us. You said it right, it is a partnership.

    A & L

  • — Congratulations on earning the Jeff Carney Award.

    I'm very happy for you but certainly not surprised! So pleased to be your client!

    F.R.

  • — Congratulations

    We would like to congratulate you on your award. We can’t think of two more deserving people. Thank you for all you have done for us.

    B & L