Financial peace of mind doesn’t just mean having money. It also means having the best people you could find taking the stress of your finances off your shoulders, and making recommendations based on what’s best for you. And the fact is, you can see the results.
When you know we’ve created a custom wealth management plan focused on your needs, you get to sit back and enjoy your money.
Rest easy and enjoy the everyday knowing the people you love most are protected because you sought independent insurance advice.
“One of the best things about Benewealth is they’ve really been able to customize our benefits plan to meet our needs in terms of cost but also in terms of what our employees find important. It’s not a ‘one size fits all’ program, which is what we had before. Any time an employee has had any kind of issue with a claim, or if they don’t understand a part of the policy or the claims process, we know we can go to Benewealth and get help, or ask them to advocate on our behalf to get a favourable outcome.”
“The first project she helped us with was assessing our status and assembling all the information she needed to build a reasonable financial plan that included everything from an investment strategy and insurance, and it was based on our earnings, our income expectations and our engagement with family. That was an incredibly useful experience to go through, and we’ve since put together a retirement plan and moved our investments. We understand better the risks and rewards, and it’s generated a fair amount of confidence about our investments working as part of a bigger strategy.
We really appreciate her personal attention, her ability to help people assess and make decisions efficiently, and that’s she’s maintaining a close watch on us and our portfolio.”
“When I sold my businesses, I came into some money and I didn’t know what to do with it. It took me a while to find someone I knew I could trust, and now I know I don’t have to worry about the money I have with Dustin. They’re a fantastic company and I’ve recommended Benewealth to a number of people.”