Financial Planning Archives - Kelowna Investment Brokerage

Financial Planning

August 27, 2021

The Importance of Mortgage Insurance

Have you bought or buying a home? The most common method for people to finance the purchase is through a mortgage. A mortgage is the single […]
February 4, 2021
Financial Advisors Kelowna


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 […]
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 […]