Bill Kennedy QAFP, RRC
With a background in small business, Bill Kennedy developed and operated successful full-line grocery stores, a footwear/clothing/outdoor retail shop, and a Sears dealer franchise in the Chase-Shuswap area. After liquidating his commercial business operations in the Chase/Shuswap area in 2009, he became an independent loss adjuster, working for a boutique adjusting firm in Kamloops, B.C. His adjusting career took him all over the province, investigating and settling insurance claims of every variety for dozens of different insurers from across Canada and abroad.
In 2019, Bill started his financial planning practice with IG Wealth Management. He and his team at Kennedy & Associates have 35+ years of combined experience, providing holistic financial planning for more than 200 business owners and high net worth families. They help clients by developing and maintaining unique and flexible wealth management strategies that address immediate needs and long-term goals, including tax & estate planning.
Since moving to Chase in the mid-90s, Bill has been involved with many community groups, including the Chase and District Chamber of Commerce, and The Chase Rec Society as a founding member. With four sons involved heavily in baseball and hockey, Bill has been involved as a coach and volunteer with Kamloops Minor Hockey and Kamloops Minor Baseball, as well as Chase Minor Hockey and Chase Minor Baseball, and the Chase Heat Junior Hockey Club.
Kennedy & Associates organizes and hosts the IG Walk for Alzheimer’s in Chase each spring. In 2023 IG Wealth Management raised over $6.2 million in their efforts across Canada.
Teri Young
Teri moved to the interior of British Columbia in the late 70s to start her family, where she raised her two sons in Chase. Her first occupation was with AG Foods in 1977. She worked in several roles, including head cashier. Following that, her dream of working in the dental industry became a reality and she spent 18 years as a CDA for Dr. Williamson and then Dr. Desai in Kamloops to wrap up that stage of her life. During that time, she and her husband Randy opened the 1st fitness centre in Chase.
Always striving for something new, Teri joined IG Wealth Management in 2007. Her focus is on helping individuals improve their financial results beyond what they would have been able to accomplish on their own, with a particularly keen interest in estate planning and tax strategies.
After stepping down from a Director role with IG Wealth Management, Teri joined Kennedy & Associates in 2022.
Shanna Findlay
Shanna moved to Kamloops in 1999 to attend University, where she earned her Accounting Technician Diploma. She then spent the next 16 years in the accounting field before making the decision to leap into the exciting world of financial planning in 2018, where she has been helping old and new friends alike to create a financial plan tailored to meet their individual needs and goals.
Since joining Bill in 2020, Shanna has grown with the practice to become a trusted and highly valued member of the team. Shanna is fully licensed with both MFDA and the Insurance Council of British Columbia and looks forward to helping improve the lives of our clients for all their future needs.
Shanna fell in love with the area and over the years has participated in many community events such as Boogie on the Bridge and the IG Wealth Management Walk for Alzheimer’s, as well as volunteering for the BC Summer Games and Senior Western games and many more held in and around the community of Kamloops. When time allows, she also enjoys golfing at the many courses in the surrounding area and kayaking in the beautiful lakes nearby.
Jodi Young
Jodi joined IG Wealth Management in 2019 and is a fully committed team member. Since joining Kennedy & Associates, Jodi got her MFDA license and has become another trusted and highly valued member of the team. She has taken the lead role in our efforts to grow the IG Walk for Alzheimer’s, to increase our efforts and charitable donations in the Chase-Shuswap region each spring. Our team and IG will be hosting our Walk for Alzheimer’s in Kamloops and Chase in May 2024.
Jodi lives in Chase, BC with her husband and two children. Her family takes full advantage of everything the Shuswap has to offer, including outdoor recreation.