Effective, Tailored Strategies for Managing your Wealth
What can Insure Wealth do for you?
Insure Wealth Group is comprised of a team of wealth management specialists that cater to business owners and high net worth clients. We help them make their money work for them and continue to grow.
For over two decades, the team of specialists at Insure Wealth have helped individual and corporate clients create effective wealth management strategies, from tax-efficiency to insurance and investments. You tell us what you need, and we find the best way to make it happen!
At our Kelowna based office, we focus on building strong relationships with clients to guide them in defining goals and expectations.
Working with your unique situation, we develop robust, detailed financial plans to propel your growth, and monitor your progress along the way, including helping you adapt to unforeseen market changes.
Our services include:
- Corporate Planning that embraces employee protection and growing business profits
- Personal Planning that provides a game plan for you and your family’s future
- Wealth Protection that protects your assets, helps you grow your wealth and creates a ‘comfortable’ future
- Investment Planning where we tirelessly shop the marketplace and find insurance & investments that fit you, your family and your business.
- Estate and Trust Planning to ensure your estate is properly handled in the event of your passing.
Why Choose Us?
When you choose Insure Wealth, you’re choosing a financial future that’s validated by experienced professionals who understand the big picture of finances and life.
What makes us different? How do you benefit from choosing Insure Wealth?
- We’ve built an extensive network. While other firms in the community work with one or two companies—offering limited insurance products—our team has built a network of over 14 companies, including all of the major insurance companies in Canada. How you benefit: When we help you choose the best option, we’re evaluating a wider array of insurance and investment opportunities in order to create a highly tailored plan that truly aligns with your goals.
- We balance diversity with deep expertise. Where other advisors might advertise custom planning, our access to a wide variety of options allows us to truly deliver on that promise. And not only do we deliver variety—we’ve developed expert-level familiarity with these options. How you benefit: You gain confidence that you’ve made sound decisions, drawn from a wide array of options and a deep pool of professional experience.
- We care about you and your family’s well-being. We are here to create effective wealth management strategies to help you and your family thrive for years to come—and we make it a priority to be approachable, inclusive, and communicative. How you benefit: You feel confident and well-informed throughout the entire process, and you feel comfortable asking questions and voicing your concerns.
What Our Clients Say
I was looking for investment options with higher returns than my mutual funds. I am really excited about the opportunities provided by Insure Wealth!
We were looking for insurance options on our corporation’s buy sell. I was not aware of all the tax efficient choices that I have in taking money out of my business using life Insurance. I recommend talking to Jason!
We Are Specialized, We Are Experienced
Whether you are a small, medium or large business owner looking for tax efficient strategies or a family looking for income protection, Insure Wealth delivers plans that are as individualized as you are. We have assembled a team of professionals in the financial industry, a structure that ensures the client receives the appropriate experience and expertise in the planning process.
We Are Innovative
Insure Wealth is diligent in keeping up to date on the current innovative financial products and strategies for their clients. These include:
- Insurance Strategies
- Estate Planning
- Corporate Insured Retirement
- Shared Ownership
- Immediate Finance Arrangements
Our creative planning team works with you to review your options and your current financial plan.