BENEWEALTH STRATEGIES INC.
1658 Commerce Avenue, Suite 203, Kelowna, BC V1X 8A9
Since 2006
Tax Efficiency and Wealth Transfer, Business Purchase and Corporate Structures, Wealth Management, Employee Benefits, Estate and Retirement Planning, Asset Transfers, Investment & Insurance
Provides exclusive specializes advice to high net-worth clients, business owners and professionals ● With expert guidance from one of their independent benefits consultants ● They believe in getting to know you, and giving expert advice and custom solutions
TBR® Inspection Report
JASON BLUCKE
1631 Dickson Avenue, Landmark 6, Floor 6, Kelowna, BC V1Y 0B5
Since 2008
IG WEALTH MANAGEMENT - Retirement, Financial and Estate Planning, Wealth Protection, Cash Flow and Investment Management, Life and Living Insurance, Business Group Benefits & Tax strategies
They take a long-term approach to planning ● Focuses on business succession and corporate planning ● You will have confidence and an understanding of where your investment portfolio and financial plan ● They will have access to the largest premier insurance solutions and the top investment solutions available
TBR® Inspection Report
SERVISS WEALTH MANAGEMENT
1605 Pandosy Street, Kelowna, BC V1Y 1P6
Since 2006
Risk, Wealth and Investment Management, Charitable Giving, Registered Education Savings, Retirement Income Strategy, Personal and Corporate Accountants, Term Life Insurance, Business Advisory, Financial, Legacy, Tax, Succession & Estate Planning
Provides innovative financial and business advice you can trust to suit your unique life stage and lifestyle ● Their expert team focuses on integrating your insurance, your investments and your business to cover all the bases ● They help companies create a solid growth foundation while supporting the requirements of their clients
Top 10 Wealth Builder Award - Top 3 Micro Businesses in Kelowna
TBR® Inspection Report