Benewealth was born in Kelowna, BC, in 2006 with the belief that to really serve clients well, we’d need to do things differently.
We believe in people, not products. That’s why you’ll find us sitting in our client’s kitchens and living rooms, asking about your needs and figuring out what makes you tick.
We believe in getting to know you, and giving expert advice and custom solutions, not questionnaires that spit out generic plans. We have no sales targets, no mystery fees. In fact, our employees all work on salary, not commission. We believe in the value of what we do, so we make it easy for you to see our fees.
We’re a family, but unlike real families, we choose each other because we want to enjoy a long and successful relationship with you. We’re also a team, so you can call any one of us, any time.
Our goal is to preserve your wealth so you can enjoy it, share it and, most of all, leave the stress of it to us.
Wealth management, financial planning, tax planning, employee benefits, life insurance—all things so many of us don’t want to think about. And yet, they need to be addressed to create a promising future for your financial affairs and your business. That’s why we like to say, ‘Pile it on us.’ We’ll take it all on, and be with you every step of the way.
With Benewealth’s holistic approach, range of services, and team of specialists, you have access to everything you need, right here. If there’s already an accountant and lawyer in your life, we’ll be happy to work with your team, and they’ll be happy to work with us.
Our office is in Kelowna, and we serve clients across BC, Alberta and Saskatchewan.
It takes a certain kind of person to work at a wealth management firm like ours. You have to care about what’s best for your clients above all else. You have to do your homework and stray from groupthink. You have to love the nitty gritty details that can’t be skipped. And you have to put up with Daniel’s interesting assortment of socks.
While other 17-year-olds were fiddling with their iPods and flipping burgers for pocket money, Daniel Bussiere was at his parents’ kitchen table, picking stocks. Turned out he had a knack for investing and making money.
Not long after high school, Daniel was fortunate to start his career in finance at a large Canadian firm where he honed his skills and knowledge, and began to envision another kind of practice. One where he could forget about quotas and company products, and focus completely on his clients’ needs—take the time to get to know them, and have the creativity and independence to build wealth management plans outside the box. Four years later, Daniel struck out on his own and founded the practice that would eventually become Benewealth.
Today, a carefully selected group of clients appreciate his results, to be sure, but also his approach: He makes decisions with conviction and passion, and he explains them with clarity. Clients trust him.
Being the eldest of nine gave Daniel stacks of traits that would come in handy as an entrepreneur and employer. When he’s not spending time with clients or visiting family, you’re apt to find Daniel on a soccer or baseball field, or snowboarding on the champagne powder of the Okanagan.
Two moments of curiosity ignited Kelly McAuley’s unique career path. The first occurred in high school, when, in an accounting class, she learned that banks performed debits and credits from their point of view. Why was that? To Kelly, it seemed backwards. Why not from the client’s perspective?
And so, Kelly set off to become an accountant in a public practice, and became one of seven partners at a Lower Mainland firm of 50 people. To her, compliance was the bare minimum of what she could do for her clients; math is math. Where she exceled was outside the journals, face to face, finding out what she could really do for her clients’ families and businesses.
Which led to the second instance: Working with her clients’ financial advisors, she wondered, Why are they afraid to talk to me? What do advisors know that I don’t? Kelly set off to find the answers.
Those questions would take her from practising as an accountant to becoming a Certified Financial Planner® practitioner , and, eventually, to the door of Benewealth.
Today, Kelly plays an integral role in developing tax-driven estate and succession plans for the Benewealth’s client families. Her ability to walk with clients at their own pace, ask the tough questions, have conversations with family members and other advisors—all of this garners trust in Kelly that’s she’s doing what’s best for clients. And she is honoured to have earned that trust.
After hours, Kelly loves gardening and crafting, time with family and adventures, lots of adventures.
To a 15-year-old who had grown up on a grain farm in southeast Saskatchewan, the idea of spending his days in the fast-paced world of business finding ways to make people money sounded pretty intriguing. Within minutes of meeting his dad’s advisor, Dustin had found his calling.
After attending the University of Saskatchewan and earning a Bachelor of Commerce degree, Dustin went on to work at one’s of Canada’s largest wealth management firms in Saskatoon.
Early on, Dustin learned above all how important it was to sit back and really listen to clients. The paperwork could wait. What he loved best—and still does—is growing relationships with client families. His clients never question that he truly cares about them. And, in turn, he feels honoured to take the weight of financial planning stress off his clients’ shoulders.
Just a few years after getting married at an Okanagan winery, Dustin and his wife decided to make Kelowna their home. Outside the office, he is often out of breath, either from chasing after his two young daughters or from cheering on his teams—the Roughriders and the Blue Jays.
There isn’t much Debra Eamon doesn’t love about her work as a group benefits advisor at Benewealth. She spends her days meeting all manner of entrepreneurs, from restaurant owners to web designers. And they’re always just as glad to have met her: she strives to find clients more robust benefits packages and better rates.
Debra moved into the group benefits field at after spending 25 years in retail management. Having worked for two large group benefits firms, Debra appreciates the freedom and independence she has at Benewealth to come up with creative solutions and, ultimately, the best plans. Debra understands how much employers and staff value benefits, so clients appreciate how she acts quickly and with expertise to tackle challenges.
When she isn’t problem-solving and delivering good news to clients, Debra can be found at home renovating or gardening in her rubber boots.
Within months of joining Benewealth, Kelsey McAuley knew almost every client by name. That’s because her first major project as administrative assistant was to build a client database and Benewealth’s client relationship management system.
With a background in reception and customer service, Kelsey began supporting Benewealth with various administrative projects in 2016, and, with her outstanding time management and team player approach, she was asked to join the firm full-time in March 2017.
She also handles marketing and design tasks for client events and communication, and supports the rest of the administrative team. Kelsey loves being a part of Benewealth’s small and friendly team—including working alongside her mom, principal Kelly McAuley. Before becoming part of the team, Kelsey spent three years overseas and loves to travel, but she’s just as happy in a room with friends and family sharing laughs.
“Benewealth works hard to find a competitive package that suits for your business, and they’re able to get coverage from companies you might not think to use. I think we get really good value and good rates, and it feels like they’re actually taking care of you. They’re not just after that commission cheque. Plus, they’re always there to explain policies, so it’s really convenient.”
If it means both peace of mind and preserving your wealth because you’ve got an independent team of experts giving you exceptional advice and results—not to mention taking all the stress and time of it off your shoulders—we’d love to talk.