About us

Welcome to Clay, Fung & Associates Private Wealth Management. We are a team of financial professionals that work with families and individuals in need of financial planning before retirement or during transitional periods in their lives. This is often due to retirement and/or health changes that require location and lifestyle changes.

Our advanced understanding of the British Columbia health care system allows us to guide families through the myriad of choices for personal care with a focus on quality of life and estate concerns. We use financial strategies with a focus on taxation designed to fit each family's unique needs—whether personal or business—and we work daily to anticipate their evolving lives. A key to your financial well-being is our ability to engage the right experts to meet those needs, so you can benefit from as many financial opportunities as possible.

With over 30 years of combined experience, our team will help you build confidence in your future as we aim to protect and manage your wealth. Whether you are planning for retirement, have increasingly complex tax considerations, or are evaluating the best options to share your wealth, we will strive to ensure that each part of your financial picture is synchronized with the others.

We will achieve this through accountability, a specialized collaborative approach, and our commitment to provide a superb client experience.