Jaret Clay, BSc, BComm, MSW - IG Wealth Management

Jaret Clay, BSc, BComm, MSW - IG Wealth Management Jaret Clay
Executive Financial Consultant
Clay, Fung & Associates
IG Wealth Management Inc. Mutual Fund Division

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.

06/15/2026

Join IG Wealth Management’s Head of Financial Planning, Christine Van Cauwenberghe, as she hosts an inspiring conversation about purpose, transformation and the power of intentional giving with Jennifer Ménard-Shand, an Indigenous entrepreneur whose story embodies resilience and possibility.

06/14/2026

Under Elon Musk’s erratic leadership, the company’s future could just as easily be a flameout as reach the stars.

06/12/2026

The state’s largest utility is proposing a 45% electricity-rate increase for data centers and a 14.5% hike for households. No one is happy.

06/10/2026

It’s important to know what it takes to go it alone in the real estate market.

06/08/2026

A new Bain & Co. survey of 951 large companies found that AI cost savings are coming in far below what executives projected.

06/07/2026

Many founders unknowingly become the biggest obstacle to growth, and scaling requires shifting from personally solving every problem to building systems, accountability and leaders who can operate independently.

06/05/2026

Retire at 39 with $1 million, and your money could last decades—or run out before you hit 50.

06/03/2026

Stop leaving money on the table. Learn why mindset, not strategy, is the real barrier to negotiating, and how shifting your identity can transform every conversation.

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.

Address

3671 Uptown Boulevard Suite# 202
Victoria, BC
V8Z0C8

Telephone

+12507044045

Website

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