Review BeneWealth Strategies Inc In kelowna, british-columbia, canada | Finance In Kelowna
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BeneWealth Strategies Inc
203 - 1658 Commerce Ave
Kelowna,
British-columbia,Canada - V1X8A9
778-478-0267
Detailed description is Providing exclusive specialized advice to high net-worth clients, Business owners and professionals.
We hone our skills to provide the very best solutions and strategies for our clients by becoming the quarterback to their wealth management team.
BeneWealth Strategies Inc.
Is a boutique wealth management and employee benefits consulting firm serving clients in the Okanagan, Kootney's and lower mainland of British Columbia, Alberta & Ontario.
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Wealth Management:.
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Providing advice and planning to professionals, business owners and those in retirement is the basis for our wealth management practice.
We offer independent advice that is designed to give you a clear direction and confidence in your future finances and the results your looking for.
We focus on reducing tax liabilities and creating sustainable growth in your assets.
Our strategies are focused on the belief that "simplicity is the ultimate sophistication.
We create strategies that complex in nature but simple to a client to understand by showing the value to our clients..
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- Investment & Insurance Innovation/Brokerage.
- Tax efficiany and Wealth transfer.
- Estate Planning.
- Retirement Planning.
- Asset transfers.
- Business purchase and corporate structures.
- And much more!.
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Employee Benefits:.
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We offer comprehensive health & wellness plans that are driven by our innovation and understanding of the medical and insurance fields.
Service is our deferentiator; Value is our result.
We work with client with 1 to 1000 employee's redefining their benefits, wellness and savings plans.
By taking a proactive approach and engaging medical professionals our practice sets it's self apart from the competition.
We are one the premier benefits consultants of choice here in the heart of the Okanagan with clients from Edmonton to Prince George.
Established in the recent years BeneWealth Strategies Inc in kelowna , british-columbia in canada.
This is a well known establihment acts as one-stop destination servicing customers both local and from other of the city.
Over the course of its journey , this business has establihed a firm hold in the [category].
The belief that customer satisfaction is an important as it products and services , have helped this establihment garner a vast base of customers and continue to grow day by day
Foods is provided with high quality and are pretty much the highlight in all the events in our lives.
Sweets and food are the ideal combination for any foodies to try and this BeneWealth Strategies Inc is famous for the same.
This has helped them build up a loyal customer base.
They have started a long journey and ever since they have ensure the customer base remains the same and growing month on month.
As they are located in favourable location , becomes the most wanted space for the tourist.
For any kind and assistance , it is better to contact them directly during their business hours.
Premises has a wide parking area and need to avail special permissions for parking.
Pets inside the premises are not allowed and require additional permission.
Cashless payments are available and extra charges for the credit cards are levid.
They are listed in many of the food delivery networks for home delivery with appropriate charges.
They accept cards , cash and other modes of payments
Tips are not actually encouraged but customers are willing to offer any benefit as needed.
There you can find the answers of the questions asked by some of our users about this property.
This business employs inviduals that are dedicated towards their respective roles and put in a lot of effort to achieve the common vision and goals.
It is a effortless task in communiting to this establishment as there are various modes available to reach this location.
The establishment has flexible working timings for the employees and has good hygene maintained at all times.
They support bulk and party orders to support customers of all needs.
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