BeneWealth Strategies Inc

BeneWealth Strategies Inc. Is a boutique wealth management and employee benefits consulting firm serving clients in the Okanagan, Kootney's and lower mainland of British Columbia, Alberta & Ontario



Wealth Management:

Providing advice and planning to professionals, business owners and those in retirement is the basis for our wealth management practice. We offer independent advice that is designed to give you a clear direction and confidence in your future finances and the results your looking for. We focus on reducing tax liabilities and creating sustainable growth in your assets. Our strategies are focused on the belief that "simplicity is the ultimate sophistication. We create strategies that complex in nature but simple to a client to understand by showing the value to our clients.

- Investment & Insurance Innovation/Brokerage
- Tax efficiany and Wealth transfer
- Estate Planning
- Retirement Planning
- Asset transfers
- Business purchase and corporate structures
- And much more!

Employee Benefits:

We offer comprehensive health & wellness plans that are driven by our innovation and understanding of the medical and insurance fields. Service is our deferentiator; Value is our result. We work with client with 1 to 1000 employee's redefining their benefits, wellness and savings plans. By taking a proactive approach and engaging medical professionals our practice sets it's self apart from the competition. We are one the premier benefits consultants of choice here in the heart of the Okanagan with clients from Edmonton to Prince George.