Michele Schultz-Murphy is an Associate with Bay Wealth Management of Investors Group Financial Services, Inc. based out of beautiful Kelowna British Columbia. Partnered with the Association of Consulting Engineers since 2001, the team at Bay Wealth Management service ACEC-BC's member firms throughout British Columbia in the areas of advanced compensation arrangements, pension planning, group benefits, and individual wealth management. Bay Wealth Management is also an Accredited Education Provider for the AIBC (Architect Institute of BC), and has delivered over 200 corporate financial literacy workshops in over 80 companies.
Michele brings over 25 years of management experience, primarily reflected in three major industries; Financial, Community/Non-Profit, and Government/Service Industries. Believing that the core foundation of helping people achieve financial security is integrity, sincerity and a personal, professional relationship with clients, built on trust and mutual respect. She confidently takes a holistic approach, providing discrete, confidential personal attention, often including other professionals to navigate complex situations in terms of investments, risk reduction, capital preservation, estate planning and tax reduction to grow their net worth. Michele is licensed in British Columbia, Alberta and Saskatchewan; currently working to obtain her Certified Financial Planner certificate to better serve clients. Clients confidence supported the accomplishment of achieving Rookie of the year award and Order of Merit award for Distinguished achievement in providing wealth & insurance solutions over the past two years.
Originally from Saskatchewan she relocated to Grande Prairie Alberta in 1990, with the summer of 2016 bringing her to Kelowna British Columbia. Married with 3 children and a growing number of grandchildren, she loves being with family and deeply appreciates the opportunity to be actively involved within the community and helping to support charity events.