Coby Blystone
Senior Financial Consultant @Bay & Associates - Ig Wealth Management
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WORK HISTORY
Senior Financial Consultant @Bay & Associates - Ig Wealth Management
Kelowna, BC, CA
IG Wealth Management Inc, Mutual Fund DivisionBay & Associates is a team of CERTIFIED FINANCIAL PLANNER (CFP®) professionals who help build specialized and strategic financial plans for clients. Our philosophy is that every single one of our clients feels empowered and confident in all aspects of their financial well-being. The responsibility and trust our clients place in us is of paramount importance. Our clients appreciate our long-term commitment, intimate approach, and dedication to our trusted relationship. For you, this means more time to enjoy your life with the peace of mind that your financial affairs are in good hands.We primarily service engineers and technologists, retirees and pre-retirees, business owners, and healthcare professionals. We understand the unique challenges and objectives of our clients and their families.
EDUCATION
Okanagan College
Bachelor of Business Administration - BBA, Finance
ABOUT COBY BLYSTONE
I launched my first e-commerce business in high school, and that early taste of entrepreneurship set the course for everything that followed. I went on to study at the Okanagan School of Business, where I discovered my passion for financial planning.Today, I hold the CERTIFIED FINANCIAL PLANNER® (CFP®), Chartered Life Underwriter® (CLU®), and Trust and Estate Practitioner (TEP) designations. At the time of my appointment, I was the youngest CFP® professional at IG Wealth Management.What drives me is helping clients feel genuinely confident about their financial future. I believe the best client relationships are built on respect, professionalism, and integrity - nothing less.I\'m also committed to elevating the profession. As President of Advocis Thompson Okanagan, I advocate for higher standards and continued growth in financial planning. Previously, I served as an executive member of JCI Kelowna and on the committee for the Kelowna Walk for Alzheimer\'s.I grew up in Summerland, BC and now live in Kelowna with my wife and our Aussie Bernedoodle. Outside of work, I\'m usually playing hockey, skiing, or hosting friends.
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