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February 4, 2019

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
Health Tune Up

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
Kelsey Serwa visit to Insure Wealth 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 […]