Welcome to Bailey & Associates Wealth Management
For over 20 years, Bailey & Associates Wealth Management has provided comprehensive and personalized financial planning expertise for Canadians from coast-to-coast. We focus on developing deep and lasting relationships with a select group of clients who grow to feel like family over time.
Who we help
We work with clients who have enjoyed success and built substantial wealth. We help define near and longer-term strategies to maximize financial well-being, minimize taxes and ensure our clients are able to take care of the things that matter most to them.
What we do
Our team has more than 20 years combined experience in financial services, and our expertise is complemented by that of IG’s in-house tax, estate, insurance, mortgage and advanced financial planning professionals. Working together, we create a tailored strategy for your fiscal well-being that looks at every aspect of your financial life — a living plan that evolves as your circumstances change over time. Because we know that, in the big picture, every little detail matters.
Retirement planning
Transitioning away from work gives you more time for family, travel and pastimes. Ensuring you are well positioned to make the most of your well-earned retirement, means understanding how much you will need to support the lifestyle you want. To help you achieve your goals, we will work with you to establish a plan for saving and, when the time comes, structure your retirement income to maximize the benefits of your accumulated wealth.
What our clients say
We were tentative about leaving our previous financial advisor of nearly 20 years. There was no longer a good match but we didn't know if we would find better. Three people we knew strongly recommended Lawrence.
Lawrence didn't just tell us what he would offer, he showed us. He assessed our financial situation and outlined our retirement using several parameters. He accessed his network of resources and brought that info back to us. He was generous with his time and we never felt our questions were unwelcome. Besides answering our questions, he brought information we would not have thought to ask about.
At every step, he collaborates with us: fine tuning his service to what we need by listening to what we want and how our values influence our financial decisions and life choices. We couldn't be happier, and we approach retirement confident we will have the support we need.
- Arlene and Barrie C
Lawrence has professionally and empathetically guided me and my family through a number of major life transitions during our 15+ year relationship. He has become my most trusted advisor and the person I turn to first for strategic "big picture" guidance and planning. He is a forward-thinking expert, organized, and demonstrates with consistency and integrity that clients' best interest is at the heart of what he does.
- Holly J
We have had the pleasure of working with Lawrence for several years now, and we can confidently say that our financial journey has been enriched by his expertise, dedication, and personalized approach. Lawrence possesses exceptional communication skills, always ensuring that we are well-informed and comfortable with the strategies being implemented. He has a knack for breaking down complex financial concepts into digestible insights, making the entire process transparent and accessible.
- Diane C and Jack G
Next year (2025) will mark our 20th year of working with Lawrence. He is currently looking ahead to help us transition to the next stage in a few years, with a move to a smaller home closer to family. Lawrence knows our situation very well and treats us like family. We trust him implicitly and have always been pleased with the promptness of his service and professional acumen.
- Lise and Jeremy M
We have worked with Lawrence for more than 15 years and throughout that time he has been a welcome presence at our kitchen table: explaining financial issues, recommending investments, mortgage planning solutions, and insurance products to keep our retirement in frame and more importantly our peace of mind. He has always treated us as valued clients regardless of portfolio size and we value his holistic approach to financial guidance, taking into account our priorities and values. He’s not just a trusted advisor but we also consider him a friend.
- Carolyn and Drew M