Kennedy & Associates Private Wealth Management helps business owners, incorporated professionals, senior lawyers, healthcare business owners and high-net-worth families bring greater structure to complex financial decisions. With offices in Kamloops, Vernon and Salmon Arm, the team serves clients across southern British Columbia with integrated financial planning designed around both personal and business wealth.

The firm takes a coordinated approach to financial planning, connecting areas that are often considered separately. Services include retirement planning, tax planning, investment planning, insurance planning, cash management, estate planning, business succession, charitable giving, wealth transfer and post-secondary education planning. For business owners and incorporated professionals, planning can also involve corporate savings, retained earnings, retirement income and the transition or sale of a business.

Kennedy & Associates works with clients to create financial strategies that evolve as their circumstances, priorities and goals change. The team also has access to specialists within IG Wealth Management, including professionals in tax, estate planning, insurance, mortgages, investments and advanced financial planning. This collaborative approach helps clients understand how different financial decisions affect one another and provides a clearer framework for building, protecting and transferring wealth over time. The goal is to support informed decisions while keeping the client’s broader financial picture organized and connected.

Kennedy & Associates is a private wealth management team serving individuals, families and business owners throughout Kamloops, Vernon and surrounding communities in British Columbia. The practice focuses on clients whose financial lives have become more complex through business ownership, professional income, corporate structures, accumulated investments or major retirement decisions.

Rather than treating investments, taxes and retirement as separate topics, Kennedy & Associates brings them together within a comprehensive financial plan. The team provides guidance in retirement planning, investment strategy, tax planning, insurance, cash management, estate planning, business succession, charitable giving, education planning and intergenerational wealth transfer. This integrated approach is especially relevant for business owners and incorporated professionals who need to coordinate personal finances with corporate assets and long-term business decisions.

Kennedy & Associates helps clients evaluate how much wealth can support their lifestyle, how income may be structured in retirement, how assets can be transferred efficiently and how financial decisions can remain aligned over time. Through its relationship with IG Wealth Management, the team can also draw on specialized expertise in areas such as tax, estates, mortgages, insurance and portfolio strategy. The result is a financial planning process built around clarity, coordination and long-term decision-making as their circumstances continue to evolve.

Based in British Columbia, Kennedy & Associates Private Wealth Management provides comprehensive financial planning for business owners, professionals and high-net-worth families. The team has offices in Kamloops, Vernon and Salmon Arm and works with clients who want a more coordinated way to manage personal wealth, corporate finances, retirement planning and long-term family goals.

Kennedy & Associates helps clients connect the major areas of their financial lives. Its services include tax planning, retirement planning, investment planning, insurance planning, estate planning, cash management, business succession, charitable giving, wealth transfer and post-secondary education planning. For incorporated clients, the planning process may also consider retained earnings, corporate investments, income withdrawals, insurance needs and the eventual transition or sale of a business or professional practice.

The firm’s approach is designed to make complex financial decisions easier to understand and manage. Plans can be adjusted as markets, businesses, families and priorities change. Kennedy & Associates also works alongside specialists available through IG Wealth Management when additional expertise is needed in areas such as advanced tax planning, estate matters, mortgages, portfolio construction and insurance. By considering these areas together, the team helps clients create a clearer financial path for today while preparing for retirement, succession and the transfer of wealth to future generations.