Benewealth Strategies Inc
32 Reviews
- Thursday8 AM–5 PM
- Friday8 AM–5 PM
- SaturdayClosed
- SundayClosed
- Monday8 AM–5 PM
- Tuesday8 AM–5 PM
- Wednesday8 AM–5 PM
About the Business
Benewealth Strategies Inc. | Health, Wealth & Benefits | Imagine having an entire team offering only expert, objective financial advice and support to stick to your plan. Welcome to Benewealth Strategies Inc.
Contacts
Website
Call Us
+17784780267
540 Lawrence Ave #301, Kelowna, BC V1Y 6L8
Hours
- Thursday8 AM–5 PM
- Friday8 AM–5 PM
- SaturdayClosed
- SundayClosed
- Monday8 AM–5 PM
- Tuesday8 AM–5 PM
- Wednesday8 AM–5 PM
Features
- Wheelchair-accessible parking lot
- Wheelchair-accessible entrance
- Wheelchair-accessible elevator
- Onsite services
- Online appointments
- Wheelchair accessible seating
- Wheelchair-accessible washroom
- Washroom
Recommended Reviews
Dario Rakic
29.09.2023
Benewealth Strategies Inc
BeneWealth Strategies have provided my wife and I with timely advice, saving us money short term and setting us up for the future. With open lines of communication and around the clock availability, we were able to make financial shifts that have significantly affected our day to day cash flow. BeneWealth leaders have had have our best interest to achieve the best possible results. As we adjust to the especially challenging times of Covid-19, it became increasingly important to make effective financial changes in which we successfully acheived in a matter of days. I would highly recommend BeneWealth Strategies to anyone looking for professional, honest financial advice.
Greg Bickert
20.09.2023
Benewealth Strategies Inc
I am a big supported or this company. Their advise about benefits saved money for my previous company whilst providing better benefits for its staff. And, their advise on investments made me money. In fact, my wife and I earned an additional $4,000 (approx) towards our wedding fund thanks to the advice of our financial adviser! I highly recommend this group of professionals.
Joel Patan
16.09.2023
Benewealth Strategies Inc
I had the pleasure of working with Danica to help my family set up the proper life and critical illness insurance's for my wife, daughter and myself. What an amazing experience. Danica was very receptive to our needs and helped us choose the best options for my family. We were so impressed with the quality of the service, we are in the middle of moving our entire portfolio over to BeneWealth Strategies and very excited to work with Danny and Danica to help build our financial portfolio and help our dreams turn into reality.
Ravi Meharu
05.09.2023
Benewealth Strategies Inc
Benewealth is highly recommend. We have been with them 7 years. They work diligently to get us great rates on features that we actually require in regards to group benefits. Daniel and his team go above and beyond our expectation providing excellent business and personal financial advise.
praveen arora
02.09.2023
Benewealth Strategies Inc
Stefano Pannu took the extra time answering my questions and made me feel comfortable when choosing funds for my investments. Highly professional, knowledgeable and gets back to me promptly!A genuine interest in achieving the best for his clients. Thank you!
Brittany Traynor
24.08.2023
Benewealth Strategies Inc
We use Benewealth for all our company needs and they are an absolute pleasure to work with. They really know their stuff and care deeply about their clients. We could not be happier!
Mandeep Daudharia
08.08.2023
Benewealth Strategies Inc
My wife and I have been dealing BeneWealth since 2014 and we could not be any happier. The firm's professionalism, integrity, and honesty are next to none. The best part of BeneWealth is that they work as a team and tend to cover all of our wealth management needs under one roof. We would not trust our finances with anyone else. We would recommend BeneWealth to anyone that wants to secure their finances for the present and future.
Kimberly Eek
22.07.2023
Benewealth Strategies Inc
Daniel and his team have been amazing! Between helping me get my business up and running to helping me grow personally, they go above and beyond. They are always there when I need them and have offered some excellent advice and service every step of the way. I always look forward to my meetings with them and now feel like we are planning well for what ever the future may bring.
Sho Izumi
21.07.2023
Benewealth Strategies Inc
I highly recommend BeneWealth as they really are planning focused and very knowledgeable. Stefano has been amazing with his communication, advice and always delivers results. I have nothing but praise for him and the BeneWealth team.
Melvin Lowe
20.07.2023
Benewealth Strategies Inc
Over the past 2 to 3 years that we have dealt with Benewealth we have nothing but praise for this professionally run firm. We have come to know many of the people working here and they make you feel like you are family. We would highly recommend Dustin, Danny, Kelly, Deb, and all the other staff at Benewealth. Just let them know what you are looking for and they will do their very best to help you out. If there were more then 5 stars they would definitly get it from us. Very pleasant office environment as well.
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540 Lawrence Ave #301, Kelowna, BC V1Y 6L8
Benewealth Strategies Inc