Benewealth Strategies Inc. is a boutique wealth management and employee benefits consulting firm in Kelowna. Daniel Bussiere is the principal of the firm. Their advisors have been managing clients' wealth for a combined 30 years. Benewealth Strategies Inc specializes in providing exclusive guidance to high-net-worth clients, professionals, and business owners. The firm offers advice and planning to professionals and business owners. They provide independent advice that is designed to give you a clear direction and confidence in your future finances. The firm has no sales targets and no mystery fees. They offer comprehensive health and wellness plans that are driven by their innovation and understanding of the medical and insurance fields. Benewealth Strategies Inc. serves clients in the Okanagan, Kootney's and lower mainland of British Columbia, Alberta & Ontario.
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.
Ive been working with Danny now for a few years! I have come a long way from where I was to where Im going. We have a great plan Im working towards with my future and investments.
We use Benewealth for all our company needs and they are an absolute pleasure to work with. They really know their stuff and care deeply about their clients. We could not be happier.
Mountain Planning Group Inc. is a private wealth management and insurance firm in Kelowna. Jeremy Harris and Andrew Ford are the advisors of the firm. Mountain Planning Group Inc has helped hundreds of business owners and families with their financial security needs. The firm specializes in providing financial advice, insurance and investments. They guide you on your journey to financial security with proven strategies. They carefully craft your planning to fulfill your short and long-term dreams. Mountain Planning Group Inc. agrees to a set schedule to monitor and re-evaluate as needs change.
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MOUNTAIN PLANNING GROUP INC. REVIEWS
We have really appreciated working with Jeremy at Mountain Planning - over the years we've built a relationship of trust and friendship. Both David and I respect Jeremy's advice on our investments, and besides that it's just a pleasure working with him.
Jeremy goes above and beyond to make sure I and my family are set up for our future. He is super personable, knowledgeable and always on top of our needs. Wouldn’t want anyone else handling things for us.
Jeremy has been absolutely fantastic to work with! His financial knowledge and guidance have been extremely helpful, and I absolutely trust the advice he gives.
Serviss Wealth Management is one of the largest independent financial planning firms in Kelowna. 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.
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SERVISS WEALTH MANAGEMENT REVIEWS
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. It's 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!
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.
Meghan is very knowledgeable and was a pleasure to work with. I highly recommend her and the rest of the team at Serviss Wealth.