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.

We help people preserve, grow, and make the most of their wealth, taking the time to fully understand our clients’ worries and concerns, as well as their passions, goals, and desires. This focus and depth of relationship allows us to establish the trust needed to inform and empower our clients and be true champions for them in their planning.

Our team works predominantly with affluent families, with a focus on business owners and executives, high-income professionals, and retirees. In more complex situations we leverage experts in the field to implement advanced strategies as needed employing high-end insurance, tax minimization, discretionary investment portfolios, and sophisticated use of corporations and trusts.

Whether you are growing a business, securing your family’s future, or transitioning to retirement, we take a holistic approach to your overall financial well-being. Our clients and their families are at the heart of everything we do, every day.

Meet our team

Access to experts

IG’s planning professionals have the knowledge and experience to address even the most complex situations. The team comprises over 20 CPAs, lawyers and other tax, estate and investment-focused specialists coast to coast.

The Advanced Financial Planning team is led by the following individuals:

Regional financial specialists

Our team has access to specialists located in our region who provide additional portfolio insight and planning strategies to enhance your Living Plan, creating additional peace of mind for you and your family.

Scott Woodburn

Regional Estate and Insurance Specialist,
I.G. Insurance Services Inc.

Awards & recognition

Our team is proud to have been recognized for our efforts on behalf of our community and our clients with the following awards:

  • University of Calgary Senate Service Recognition (2015): Honoring 6 years of service as a U of C Senator
  • CFP® Exam President’s List (2007): Top 1% of new CFP Professionals across the country that completed the CFP exam

Community involvement

Individually, and as a team, we support initiatives and community organizations that are focused on social progress and improving the quality of life for the people in our community.

As a Canadian company, we believe in giving back in ways that can make real and meaningful differences in communities from coast-to-coast. Our commitment starts with IG Empower Your Tomorrow, a program dedicated to increasing financial confidence of all Canadians.

Learn more

In the media

For all media inquiries and bookings for speaking engagements, please contact us at jessica.moore@ig.ca.