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.

08/26/2026

New research suggests responding quickly to job inquiries may pay off more than crafting the perfect reply.

08/24/2026

After 35 years of stock investing, Jim Osman explains why loving a company’s product can cloud judgment—and why valuation, expectations, and catalysts matter more.

08/23/2026

The bond market is not feeling the stock market's record-setting Goldilocks moment.

08/21/2026

This summer's interns may be helping kill future summer internships.

08/19/2026

What if we stopped treating 50 as a finish line and started treating it as a starting point? This is the idea behind the annual 50 Over 50—and today, it’s more urgent than ever before.

08/17/2026

AI hype is often divided into two main schools of thought: AI will be a game changer for businesses, the economy, and investors, or AI will disappoint on some or all of those fronts.

08/16/2026

Starting a business is exciting, but entrepreneurship demands more than just a passion for your product or service. As many entrepreneurs soon discover, certain skills are immediately obvious but necessary for long-term success.

08/14/2026

A critical clause in the CEO’s Tesla stock award would wipe away lofty performance targets if a merger happened.

08/12/2026

Both traditional and impact asset managers remain committed to sustainable investing practices despite political headwinds, according to one survey.

08/10/2026

Mom and dad are calling up hiring managers, applying for jobs on their kid’s behalf, and even lurking just off-screen on Zoom calls.

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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