Jaret Clay BSc, BComm, MSW, CFP®

Executive Consultant

Jaret attended UBC where he earned Bachelor of Science (Psychology) and Bachelor of Commerce (Finance) degrees, as well as a Master of Social Work. He joined IG Wealth Management in 2015 and in 2021 he received his CERTIFIED FINANCIAL PLANNER® designation—a top-ranking accreditation for financial planners in North America. He has since expanded his team to seven members.

He has always had a passion for planning in both personal and business finances. He is married with two adult children (one who is a resident doctor and the other who is also in the financial industry). Jaret was a health care and social services manager for 13 years, including six years in rural Northern British Columbia where he focused on hospital administration, four years in the management of a drug facility in Vancouver, and three years managing group homes for those in the community living with developmental disabilities. His experience in the medical/health industry has provided him with deep knowledge of the Canadian healthcare system.

Jaret’s professional and academic background has given him the ability to simplify complex financial scenarios and problems in both written and spoken language that is educational and informative. His planning strategies are centralized around meeting clients' financial goals and needs through communication, analysis, and adaptability.

Within the community, Jaret has served on the board of Operation Track shoes, a sports festival for people with developmental disabilities.


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Andrew Fung QAFP™, PFP®, RRC®

Senior Consultant

Andrew Fung started working in the financial industry in 1999 as a financial advisor at a major Canadian bank. He joined IG Wealth Management in 2003. During his time with IG, Andrew has become a QUALIFIED ASSOCIATE FINANCIAL PLANNER and achieved other accreditation, including Registered Retirement Consultant (RRC®) and Personal Financial Planner (PFP®).

His experience in the industry has given him financial planning acumen in retirement, taxes, estate planning, business succession, and investment planning. Andrew’s long term success in this industry comes from skilled financial planning practices, strong relationship building with clients, and integrity-based decision-making, that provides clients with reassurance and results with respect to their financial goals.

Outside of work Andrew is an avid tennis and volleyball player, and participates in tournaments and leagues across the island.


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