Benewealth Strategies Inc. is a boutique firm located in Kelowna, specializing in wealth management and employee benefits consulting. Daniel Bussiere leads the firm as its principal, and their team of advisors collectively possesses 30 years of experience in managing clients' wealth. Primarily catering to high-net-worth clients, professionals, and business owners, Benewealth Strategies Inc. provides exclusive guidance and planning services. Their focus is on offering independent advice to provide clients with clear direction and confidence in their future finances without any sales targets or hidden fees. In addition to wealth management, the firm excels in providing comprehensive health and wellness plans, driven by its innovation and in-depth understanding of the medical and insurance sectors. Benewealth Strategies Inc. extends its services to clients in the Okanagan, Kootenays, and lower mainland of British Columbia, Alberta, and Ontario.
UNIQUE FACTS:
• 17 Years of Experience
• Online appointments
• Onsite services
• Uses holistic approach
• Serve clients across BC, Alberta and Saskatchewan.
Best Financial Services in Kelowna
Expert recommended Top 3 Financial Services in Kelowna, British Columbia. All of our Financial Advisors actually face a rigorous 50-Point Inspection, which includes everything from checking reviews, ratings, reputation, history, complaints, satisfaction, trust and cost to the general excellence. You deserve only the best!
BENEWEALTH STRATEGIES INC. REVIEWS
I had the pleasure of working with Danica to help my family set up the proper life and critical illness insurance's for my wife, daughter and myself. What an amazing experience. Danica was very receptive to our needs and helped us choose the best options for my family. We were so impressed with the quality of the service, we are in the middle of moving our entire portfolio over to BeneWealth Strategies and are very excited to work with Danny and Danica to help build our financial portfolio and help our dreams turn into reality.
BeneWealth Strategies have provided my wife and I with timely advice, saving us money short term and setting us up for the future. With open lines of communication and around the clock availability, we were able to make financial shifts that have significantly affected our day to day cash flow. BeneWealth leaders have had have our best interest to achieve the best possible results. As we adjust to the especially challenging times of Covid-19, it became increasingly important to make effective financial changes in which we successfully acheived in a matter of days. I would highly recommend BeneWealth Strategies to anyone looking for professional, honest financial advice.
Benewealth is highly recommend. We have been with them 7 years. They work diligently to get us great rates on features that we actually require in regards to group benefits. Daniel and his team go above and beyond our expectation providing excellent business and personal financial advise.
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Mountain Planning Group Inc. is a privately owned wealth management and insurance firm based in Kelowna. The firm is staffed with experienced advisors Jeremy Harris and Andrew Ford. Over the years, Mountain Planning Group Inc. has successfully assisted numerous business owners and families in securing their financial futures. The firm specializes in offering comprehensive financial advice, insurance solutions, and investment opportunities. With their expertise, they help you navigate the path to financial security, implementing proven strategies tailored to your unique needs. Whether it's your short-term goals or long-term dreams, Mountain Planning Group Inc. carefully crafts your financial planning to align with your aspirations. Furthermore, the firm maintains an ongoing commitment to its clients by adhering to a set schedule for monitoring and re-evaluating clients' financial plans as their needs evolve.
UNIQUE FACTS:
• Member of Chamber of Commerce – Kelowna
• Member of Uptown Rutland Business Association
• Member of The Rotary Club of Kelowna
• 20+ Yrs of Wealth Management & Insurance Planning
• Work with Hundreds of Business Owners and Families
• Craft and Implement a Plan.
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Sat & Sun: Closed
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MOUNTAIN PLANNING GROUP INC. REVIEWS
Andrew has been great to work with. His knowledge and expertise of the financial world show in his passion for what he is doing. He has been willing to talk to me regarding any questions I have about investing and what would be the best options for my family. I look forward to continue working with Andrew towards my future goals.
Jeremy has provided my husband and me with excellent services for many years, including when we moved overseas. He is professional and knowledgeable; always putting the client first. We would highly recommend him to anyone looking for insurance or investment advice.
I've known Andrew nearly a decade now, his passion for his job is outstanding! He puts your needs and wants on table table in front of you and makes it his priority to maximize growth in your portfolio! I would highly recommend Andrew with his new endeavour at Mountain Planning Group
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Serviss Wealth Management is one of Kelowna's largest independent financial planning firms. The firm provides innovative financial and business advice that you can trust to suit your unique life stage and lifestyle. Dustin Serviss is a certified financial planner, chartered life underwriter, certified health specialist, and chartered investment manager of the firm. Serviss Wealth Management has a special interest in providing wealth management, investment management, insurance, tax planning, succession planning, and many more. The firm assists companies in creating a solid growth foundation while supporting the requirements of their clients. They have the expertise to help you create a plan that addresses all of your concerns. Serviss Wealth Management takes your relationship with your money to a new level.
UNIQUE FACTS:
• Fee for Service Based on Assets
• Consulting (hourly or Project-Based)
• Coaching Style (webinar or One on One)
• Revenue from Insurance Commission
• 100% Refund Policy
• Offices in Kelowna and Salmon Arm.
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Sat & Sun: Closed
TBR® Inspection Report:
SERVISS WEALTH MANAGEMENT REVIEWS
Previous experiences with advisors left me with the impression that the priority was making money by pushing the products they were selling, rather than my financial interests. I began looking for a female financial adviser and was referred to Meghan through Lawyers Financial. She gave clear and concise advice and challenged me to reconsider some of my beliefs about insurance. Meghan and Dustin are extremely generous with their time and were so patient in educating me. Most importantly, I always felt like the priority was my wealth and what was in our family's best interests.
Meghan and Dustin were a great help in educating me and assisting me with creating a plan to match my goals. I would recommend working with the team, they are the first financial planners I felt actually listened to me and provided feedback on what would be best for me as opposed to what would make them the most money. I appreciate and recommend working with their team.
I have been a client of Serviss Wealth Management for years now. Dustin and his team have always provided me with sound and unbiased advice through multiple business purchases and sales, personal/family planning and have given me a road map that I am confident will lead to financial freedom. Its seeing the big picture and dealing with multiple strategies to accumulate wealth that has made the difference for me and makes me look forward to working with this team for many years to come!
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