Insure Wealth, Author at Kelowna Investment Brokerage

Insure Wealth

February 4, 2021
Financial Advisors Kelowna

RRSP Time

During our working years, it is important to put money aside for retirement. For each person, this looks different. You won’t do the same as your […]
January 8, 2021
Financial Advisors Kelowna

Pay Yourself First

This is not a new concept. If Canadians put this plan in place, they can retire rich. The secret to saving and accumulating wealth is to […]
October 10, 2019
Financial Advisors Kelowna

Supporting Big White’s Little Ones

Did you know that there is now an Early Learning Centre for the youngest members of Big White Ski Resort? Big White is constantly growing and […]
May 1, 2019
Financial Advisors Kelowna

Who Wants a BIG Tax Refund?

Tax time is stressful for most people, but it really shouldn’t be. There are so many ways to save, invest and intelligently make your money work […]
April 8, 2019
Financial Advisors Kelowna

Sole Proprietorships and Small Business Insurance Basics

According to The World Bank 2019 Doing Business Report, Canada is the third easiest country in the world to start a business in, with sole proprietorship […]
February 4, 2019
Financial Advisors Kelowna

Write off Health Expenses … whaaaat?

If you’re a small business, a Health Spending Account (HSA) can make your (you, your family and/or employees) health expenses a 100% write off. CRA (Canada […]
October 25, 2018
Financial Advisors Kelowna

Health Plans and Fall Tune-ups!

Fall is a great time for a health tune up. Does your employer provide you with benefits through an insurance-based or private health plan? Most plans […]
September 19, 2018
Financial Advisors Kelowna

Supporting Local Kids with Kelsey Serwa

… and encouraging others to get involved. Tuesday, September 11th, Insure Wealth Group was honoured by a visit from Kelsey Serwa so she could accept our $1000 donation […]
September 5, 2018
InsureWealth Financial Planning

The 6 Pillars of Financial Planning

Could my spouse realistically step into running the family business? What’s the best way to save for my children’s education? Should I sell my share of […]