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.

09/07/2026

Is the September Effect real? Discover historical market data behind stock performance in September, why autumn volatility occurs, and strategies for investors.

09/06/2026

Sales of new single-family homes in Toronto region in July reached highest level in five years.

09/04/2026

Just because the U.S. dollar is the world’s reserve currency (for the time being) does not mean it has managed to escape down cycles.

09/02/2026

Business valuation is driven by more than EBITDA multiples. Discover the financial drivers that influence middle-market valuations and what buyers truly value.

08/31/2026

More skilled professionals identify as influencers than ever before. The homes of their clients are part of the sell to followers.

08/30/2026

Rebecca Patterson, Council on Foreign Relations senior fellow, talks about how volatility in the bond market is impacting retail investors on "Bloomberg Money."

08/28/2026

People who switch employers a lot are often seen as red flags. New evidence suggests they get up to speed much faster than others.

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.

Address

3671 Uptown Boulevard Suite# 202
Victoria, BC
V8Z0C8

Telephone

+12507044045

Website

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