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Monday 8am - 5pm Tuesday 8am - 5pm Wednesday 8am - 5pm Thursday 8am - 5pm Friday 8am - 5pm

Benewealth Strategies Inc

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Canada
Kelowna, BC
Benewealth Strategies Inc

Providing exclusive specialized advice to high net-worth clients, Business owners and professionals. BeneWealth Strategies Inc.

Is a boutique wealth management and employee benefits consulting firm serving clients in the Okanagan, Kootney's and lower mainland of British Columbia, Alberta & Ontario

Wealth Management:

Providing advice and planning to professionals, business owners and those in retirement is the basis for our wealth management practice. We offer independent advice that is designed to give you a clear dire

ction and confidence in your future finances and the results your looking for. We focus on reducing tax liabilities and creating sustainable growth in your assets. Our strategies are focused on the belief that "simplicity is the ultimate sophistication. We create strategies that complex in nature but simple to a client to understand by showing the value to our clients.

- Investment & Insurance Innovation/Brokerage
- Tax efficiany and Wealth transfer
- Estate Planning
- Retirement Planning
- Asset transfers
- Business purchase and corporate structures
- And much more! Employee Benefits:

We offer comprehensive health & wellness plans that are driven by our innovation and understanding of the medical and insurance fields. Service is our deferentiator; Value is our result. We work with client with 1 to 1000 employee's redefining their benefits, wellness and savings plans. By taking a proactive approach and engaging medical professionals our practice sets it's self apart from the competition. We are one the premier benefits consultants of choice here in the heart of the Okanagan with clients from Edmonton to Prince George.

09/15/2023

Are you looking to take a new tack on your investment strategy in Q4? Swipe for our top ideas for success in the market this fall/winter season. 📲⁠

Follow us for more finance tips!
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09/14/2023

With natural disasters like hurricanes and wildfires in the news, there's never been a more important time to think about your emergency fund. 💸⁠
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Sometimes, we find ourselves in a serious situation through no fault of our own. When disaster strikes, a healthy emergency fund can make all the difference for your safety, mental health, and overall comfort.⁠
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Are you looking for support managing your money so you have the leeway for an emergency fund? Learn more about Benewealth and how we help you achieve financial freedom---link below. 📲

www.benewealth.com⁠
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09/12/2023

Ready to get a handle on your debt repayment? Here's how to make a plan that actually works:⁠
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📅 Set a Time Frame -- Set a realistic, achievable deadline to pay off your debt. This will help keep you on track.⁠
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✏️ Prioritize Debts -- Choose which debts you'll want to pay off first (high-interest debts), and rank the rest from highest to lowest priority.⁠
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📞 Talk to Creditors and Your Bank -- You may be able to work out a better arrangement for repayment than you'd otherwise have.⁠
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💳️ Consider Closing Paid-Off Accounts -- Unless it's an old account that contributes heavily to your credit, consider closing accounts you no longer need when they're paid off.⁠
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Ready to get assistance managing your debt? Learn more about our services -- link below. ✉️

www.benewealth.com⁠
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09/06/2023

Have you heard about the latest interest rate/prime rate announcement from the Bank of Canada? Here's what you need to know. ⁠
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The Bank of Canada today held its target for the overnight rate to 5%, with the Bank Rate at 5.25% and the deposit rate at 5%.⁠ ⁠
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The Prime Rate is still at 7.20%.⁠
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We can expect the next update from The Bank on Wednesday, October 23rd, 2023. Tune in then for the next update on what you need to know about Canadian rates. 📲⁠
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www.benewealth.com⁠
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09/05/2023

We'd like to take a moment to shout out the amazing people at Okanagan Stand-Up Paddleboard Rentals!
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Offering friendly, flexible, fun rentals for paddleboarding in the stunning Okanagan area, OK SUP Rentals has quickly become our go-to for a day of fun in the sun. Be sure to give them a ring if you're looking for a way to enjoy these last weeks of summer! ☀️

Check them out: https://www.instagram.com/ok_summerrentals/

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09/01/2023

What can you do starting NOW as a parent to help build wealth for your children's future? 💸⁠
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Whether you're looking to put aside money for school, to open a business, or to support with a first down payment, you have options. Swipe for some of our top ideas. 📲⁠

Follow us for more finance tips!
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08/31/2023

When is the right time to get life insurance? ⁠
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It's a question we're asked often, and the answer is always the same: the sooner, the better.⁠
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It's easy to shrug off the idea of life insurance when you're young and healthy. After all, it's another expense that doesn't feel immediately necessary. But the fact of the matter is you can't put⁠ a price tag on the security and peace of mind that comprehensive life insurance provides. ⁠
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Are you interested in exploring life insurance options, and which one makes the most sense for you? Don't hesitate to get in touch via messanger or through the link below to start the conversation. ✉️⁠

www.benewealth.com⁠
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08/29/2023

Why (and when) would you need a financial advisor? 💸⁠
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There's a misconception that only ultra-wealthy people need financial advisors. And while they certainly benefit, they're far from the only people who can be helped by some expert guidance.⁠
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Financial advisors are here to help with every aspect of your financial health. Whether it's investments, savings, RRSPs, or any other number of financial avenues, they're here to help you plot a course that leads to your dreams of security and financial freedom.⁠
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Ready to take the first steps? Learn more about our financial advising services on our site---link below. 📲

www.benewealth.com⁠
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08/25/2023

The security and safety of your family is your top priority. So why not gain peace of mind that they'll be looked after? 💚⁠
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Benewealth is here to support you in your wealth management goals to ensure you leave a legacy of prosperity for your family. We work hard to maintain and build your wealth, taking every step with objectivity, integrity, and complete transparency.⁠
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Are you ready to get serious about wealth management and ensure your family is protected at the same time? Shoot us a message or hit the link below to get the conversation started. 📲

www.benewealth.com
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08/18/2023

How does a good employee leaving change a company? Swipe to find out.⁠
⁠
P.S. Looking for a way to attract top talent and keep them on board? We can help. Learn more about our group benefits services on our site through the link below, or reach out via messanger for more info. 📲

Follow us for more finance tips!
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08/17/2023

Mortgage payment or RRSP contribution? Let's break it down. 💸⁠
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While it would be great to pay off your mortgage entirely and have lots of time to contribute to your RRSP after the fact, this isn't always how it works out for Canadian homeowners. That's why it's so important to strike a balance between mortgage payments and RRSP contributions. ⁠
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Even when mortgage rates are lower than RRSP returns, it's a good idea to continually add money to the fund if possible. This is because all contributions will produce tax-sheltered compound interest, which can go a long way in establishing your retirement nest egg.⁠
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Do you have more questions about RRSPs, mortgages, and how to make it make sense for your unique situation? We've got you covered. Get in touch on our site---link below. 📲

www.benewealth.com⁠
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08/15/2023

Who's planning to be at Denim on the Diamond on September 1st and 2nd in Kelowna?⁠
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Featuring tons of great acts and a beautiful outdoor space, this is looking to be one of the best weekends of the summer. Let us know if you're going to be there down below! 💬

https://denimonthediamond.com/

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Address

301-540 Lawrence Avenue
Kelowna, BC
V1Y6L8

Opening Hours

Monday	8am - 5pm
Tuesday	8am - 5pm
Wednesday	8am - 5pm
Thursday	8am - 5pm
Friday	8am - 5pm

Website

http://benewealth.com/

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Moraine Wealth Advisory
1920, 407 2 Street SW, Calgary

Want your business to be the top-listed Finance Company in Kelowna?

Our Story

BeneWealth is a boutique wealth management and employee benefits consulting firm serving clients in the Okanagan, Kootenay's and Lower Mainland of British Columbia, Alberta & Ontario.

We help our clients through:

Wealth Management: Providing advice and planning to professionals, business owners and those in retirement is the basis for our wealth management practice. We offer independent advice that is designed to give you a clear direction and confidence in your future finances and the results your looking for. We focus on reducing tax liabilities and creating sustainable growth in your assets. Our strategies are focused on the belief that "simplicity is the ultimate sophistication. We create strategies that complex in nature but simple to a client to understand by showing the value to our clients. - Investment & Insurance Innovation/Brokerage - Tax efficiany and Wealth transfer - Estate Planning - Retirement Planning - Asset transfers - Business purchase and corporate structures - And much more! Employee Benefits: We offer comprehensive health & wellness plans that are driven by our innovation and understanding of the medical and insurance fields. Service is our deferentiator; Value is our result. We work with client with 1 to 1000 employee's redefining their benefits, wellness and savings plans. By taking a proactive approach and engaging medical professionals our practice sets it's self apart from the competition. We are one the premier benefits consultants of choice here in the heart of the Okanagan with clients from Edmonton to Prince George.

Life Insurance