Wealth Management

Wealth Management with Benewealth

NOW THIS IS A LONG GAME

AND WE WOULDN’T WANT TO PLAY IT ANY OTHER WAY

Our advisors have been managing clients’ wealth for a combined 30 years. We’ve worked for big firms in big cities, and all of us are here—at Benewealth, in Kelowna—because this is the way we want to manage wealth: with integrity, objectivity, and our clients’ best interests in mind.

And we want a long-term relationship with clients who value why we do it differently than the other guys.

Professional financial planning with Benewealth

You see the best options for you

We’re an independent firm, so we’ve got unrestricted access to products and distant memories of mandates, sales targets and the single provider’s pre-packaged solutions. If we make a recommendation for your customized wealth management plan, it’s because we believe those are the best products for you.

You will also only see fees. That’s right – fees, not commissions. And they’re transparent.

Benewealth Wealth Management

You see us—any of us—as much as you want.

We know face time is important, to both of us. We’re here when you need us, and since we’re a team, there’s always someone here to answer your questions.

And we think it’s important to get to know you outside our walls, so we’re always up for a round (golf or drinks!).

Financial Planning

THIS IS ABOUT PRESERVING YOUR WEALTH WITH CONFIDENCE

No, this is about your letting us preserve your wealth, so you can spend your time… on the fun stuff.

IS ‘EMPLOYEE BENEFITS’ ON YOUR TO-DO LIST TOO?

Find out how our benefits consultants can find a plan that delivers the value you and your employees deserve.