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 ownersand 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?
Many Insurance and Investment Advisors in your community represent one or two companies and are therefore limited to the products they can provide. The advantages of working with us, is that we shop around to all the major insurance companies in Canada and provide you with customized planning.
Our teams have access to over 14 companies, allowing us to choose the best option for your situation and customize your own personal strategy.
With the ease of technology and the ability to search and access information on a wide variety of insurance and investment opportunities, choosing the right coverage can be difficult if you’re not familiar with the products. As your Advisor, we shop the market for you. Our goal is to plan your insurance and investment needs to best suit you and your family.
We also provide our services for free. That’s right...F-R-E-E! Your favorite word. We are paid directly by the insurance companies we represent when you purchase coverage.
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.Read more
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.Read more