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

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

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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.

11/02/2026

A reader asks Business Insider's For Love & Money column how to ask their parents for an early inheritance.

11/01/2026

Why some white-collar workers are switching careers to escape AI.

10/30/2026

Mike Collette’s CFO said PatientPoint was three weeks from shutdown. Here’s how he built a point-of-care giant and later bought the rival that fooled investors.

10/28/2026

From “honey pots” to insider threats, Silicon Valley was on espionage alert even before the FBI’s arrest of an OpenAI employee.

10/26/2026

Market swings tempt many near-retirees to move to cash. A financial coach explains when it’s smart planning and what to ask before you sell.

10/25/2026

Western Union and MoneyGram are adopting crypto technology to defend their businesses and deepen customer ties. Their money transfer time has gone from three days to as short as four minutes.

10/23/2026

Now is the time to look at your portfolio and see if there are any investments that haven't worked out as you hoped that might help you reduce your tax bill.

10/21/2026

The “struggling millennial” stereotype deserves a second look—The Economist’s analysis finds higher inflation-adjusted incomes than earlier generations at the same age in 29 of 32 rich countries, challenging a familiar narrative of financial stagnation.

10/19/2026

An eight-figure exit gave entrepreneur Christine Landis more time, but motherhood and a new business taught her that real success is choosing how to spend it.

10/18/2026

As workloads mount and job security ebbs, people are struggling to tame the pre-Monday dread spiral.

Address

3671 Uptown Boulevard Suite# 202
Victoria, BC
V8Z0C8

Telephone

+12507044045

Website

https://clayfung.ca/

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