Benewealth Strategies inc
1658 Commerce Avenue, Kelowna, BC, Canada
1658 Commerce Avenue, Kelowna, BC, Canada
Benewealth was born in Kelowna, BC, in 2006 with the belief that to really serve clients well, we’d need to do things differently.
We believe in people, not products. That’s why you’ll find us sitting in our client’s kitchens and living rooms, asking about your needs and figuring out what makes you tick.
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Wealth Management
Investment Management (fee based)
We are a full IIROC & Insurance licensed office offering transparent fee's that are tiered.
- Stock
- Bonds
- GIC's
- ETF's
- Mutual Funds
- Discretionary / Private Wealth
- Segregated funds
- GIO's
- Annuity's
Life insurance
Personal and corporate insurance planning. Full brokerage offering all major insurance companies in Canada.
Critical Illness insurance
Personal & Corporate
Financial Planning
Comprehensive planning process that provides a clear goals based blueprint in written document.
Employee Benefits
Full consulting team working with employers to provide their staff with the best benefits value.
Disability Insurance
Buy-Sell Insurance for Partners
