Clay Fung & Associates - IG Wealth Management

Clay Fung & Associates - IG Wealth Management IG Wealth Management Inc. Mutual Fund Division
Providing holistic wealth management and tailored financial plans for affluent individuals/families.

Clay, Fung & Associates Private Wealth Management is a team of seasoned financial professionals offering tailored advice for individuals and families facing major life transitions, often due to retirement or health changes. We leverage our deep understanding of the British Columbia health care system to guide families through personal care options, focusing on quality of life and estate concerns.

Our expertise includes tax-focused financial strategies for personal and business needs, and the ability to connect you with experts to leverage financial opportunities. With over 30 years of combined experience, we build your future confidence by aiming to protect and manage your wealth, catering to retirement plans, complex tax considerations, or wealth distribution options. Our commitment is to synchronize your financial picture, offering accountability, a collaborative approach, and a superior client experience. Jaret Clay, BSc, BComm, MSW, CFP®
Executive Financial Consultant
Clay, Fung & Associates
Investors Group Financial Services Inc. Andrew Fung, QAFP™, PFP®, RRC®
Associate Consultant
Clay, Fung & Associates
Investors Group Financial Services Inc.

06/01/2026

After consulting with small businesses for years, the author realized the biggest reason companies fail isn’t bad advice — it’s that most owners never fully commit to executing the changes needed to grow.

05/31/2026

There's a bubble brewing that rivals the roaring '20s, but bulls won't sell until these two things happen.

05/29/2026

Retailers, wholesalers, importers and exporters all operate in one global market. That competition generates a single world price.

05/27/2026

More than one-third of US workers have an employer with little to no stake in their future. For companies that need flexibility, there are better solutions.

05/25/2026

The bank is monitoring employment data closely for signs of a material impact on the labour market.

05/24/2026

A former OpenAI robotics lead says engineers in their 30s aren't truly AI native. Caitlin Kalinowski said young engineers use AI from the ground up and solve faster than older peers. Tech leaders from Reddit to LinkedIn say AI-native graduates have a growing edge at work.

05/22/2026

Tacky, in-your-face displays of wealth are all the rage among America's elite. Welcome to the Gaudy Age.

05/20/2026

When a college student takes out a private student loan, it’s common for them to secure a co-signer because they lack a sufficient credit history to qualify. A co-signer, often a borrower’s relative, shares responsibility with the primary borrower for paying off a private student loan. By contra...

05/18/2026

Rising living costs and unaffordable housing are driving many young adults to move back home.

05/17/2026

There's a certain irony to being a middle manager right now.

Address

3671 Uptown Boulevard, Suite #202
Victoria, BC
V8Z0C8

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+12507044045

Website

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