Like it or not, finding the shortest and safest route to your dreams requires planning. Only with a carefully thought-out financial plan can you be sure to make the most of your resources and to protect against risks along the way.
Find out how.
The Benewealth Strategies team is an independent financial planning practice providing retirement income strategies, wealth management programs, insurance and estate planning products to clients throughout B.C. and Alberta.
We serve retirees, business owners and their families from our offices in Kelowna. We have a handpicked team of eight dynamic financial professionals dedicated to helping our clients achieve, protect and grow their financial independence.
Our financial center includes access to a certified general accountant and a general insurance professional to assist our clients with tax planning and property insurance. Our practice is focused on surrounding clients with the professional support necessary to make informed decisions that maximize opportunities and secure challenges.
We partner with our clients to face tomorrow together.
Disclaimer: The information contained herein is for BC residents only and does not constitute an offer to sell or solicit sales in any other Canadian or foreign jurisdictions.