Kennedy & Associates Private Wealth Management provides integrated financial planning for clients across Kamloops, Vernon, Salmon Arm and southern British Columbia. The practice works primarily with business owners, incorporated professionals, senior lawyers, healthcare business owners, local industry operators and high-net-worth families whose finances often involve multiple accounts, corporate assets, investments, tax considerations and long-term planning needs.

The team helps clients bring these different elements into one coordinated strategy. Planning services include investments, retirement, taxes, insurance, cash flow, estates, business succession, charitable giving, wealth transfer and funding for post-secondary education. Kennedy & Associates also helps business owners consider how their company and personal finances interact, including corporate savings, retirement withdrawals, succession decisions and the preservation of family wealth.

A central focus of the practice is helping clients make financial decisions with a clearer understanding of how each choice affects the wider plan. Strategies are designed to remain flexible and can be updated as personal circumstances, businesses, markets and priorities change. Kennedy & Associates is supported by access to IG Wealth Management professionals in specialized areas such as tax, estate planning, insurance, mortgages and investment strategy. This allows the team to combine an ongoing local advisory relationship with broader technical resources when more complex planning needs arise.