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.
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.
After earning his designation as a Certified Financial Planner (CFP) in 2016, Stefano Pannu began supporting high net worth clients at an esteemed wealth management firm in Vancouver. Stefano quickly developed a passion for holistic financial planning in helping clients reach their ultimate financial goals, and went on to earn his Chartered Investment Manager (CIM) designation as well as certificates in Advanced Investment Advice and Financial Services Advice.
Stefano’s clients appreciate his approachable nature and the breadth of his expertise across all six areas of financial planning: investment planning, retirement planning, tax planning, estate planning, cash management and risk management. With each client’s unique big picture in mind, Stefano creates detailed financial plans that give clients clarity and confidence.
Stefano and his wife Danielle moved to Kelowna in 2019 to be closer to a host of cousins, aunts, uncles and grandparents for their two daughters. They love their little corner of Glenmore, and all the family time near the lakes and trails of the Okanagan. Stefano—a former midfielder on the Simon Fraser University varsity soccer team—holds Kelowna Rockets seasons tickets, and he’s a pretty big fan of just about every other sport, including English soccer (Liverpool!) and football (Go Steelers!). Every August he participates in the 200-kilometre Ride to Conquer Cancer, cycling all the way from Vancouver to Hope in support of the BC Cancer Foundation.
Today, as partner at BeneWealth, Stefano’s teamwork skills are back in play as he and the others jump in to achieve a common goal: helping clients enjoy financial wellbeing.
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.
It takes a certain kind of person to organize the daily operations of a busy wealth management office. Julie Steele is that person.
Born and raised in Calgary, where she studied administration and accounting, Julie moved to the Okanagan with her family in 2007. After her youngest child graduated from high school, Julie served as executive assistant at two well-known Kelowna investment firms before joining the team at BeneWealth.
Julie is the epitome of a multi-tasker and problem-solver: She can look at a spreadsheet a mile long and know exactly what to do. Julie organizes calendars, files and communication to support team members and clients, who appreciate her experience, responsiveness and attention to detail.
Julie brings the same keen eye to her garden and home decorating projects. Her latest artistic project involves taking photos of old doors and putting them to canvas. Julie’s love of history and travel has taken her all over Europe and to other destinations
“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.