About

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 Difference

Our Secret Weapon

How do we earn so many word-of-mouth referrals? Meet Kelly. She’s a partner in our firm. Before she joined Benewealth, she was one of seven partners at an accounting firm of 50, and she’s got more than 20 years of experience. Kelly is the queen of finding pinch points, gaps in estate plans and untapped tax-driven strategies.

When you join the Benewealth family, first, you meet Kelly. She takes your stacks of papers, the problems others overlooked or ignored, the person in front of her with a past and a future. And she gives you advice. Advice, not products. And then, if you want, and only if you want, our advisors turn that advice into action.

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.

“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

Rayacom Print + Design

KNOWING FULL WEALTH

What does it mean to you?

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.