Benewealth Strategies Inc. | About Wealth Management
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The Way Wealth Management Should Be

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.

About Benewealth

It’s so Easy

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.

Benewealth Team

Get to Know Us

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.

Join Our Team

We’re always looking for talented people to join our team, please feel free to send your resume to

“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.”

Ravi Meharu

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