Bay & Associates has provided comprehensive and personalized financial planning expertise for professional clients since 2001. Their team of Certified Financial Planner (CFP) professionals build strategic solutions for you and your family. They understand the unique challenges and objectives of their clients and find answers to meet their unique financial position. Their team empowers the clients by educating them on the essential aspects of their economic well-being during their professional relationship. Bay & Associates provides immense value, so you have more time to enjoy your life with the peace of mind that your financial affairs are in good hands. They provide comprehensive wealth management solutions based on what’s right for your unique needs, and they’ll tailor an approach specific to managing your wealth and achieving your goals.
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|Street||1631 Dickson Ave Suite 600|
|City or Town||Kelowna|
|Postal Code||V1Y 0B5|
Monday to Friday - 8:30am - 4:30pm.