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Reviews, get directions and information for insureWEALTH

insureWEALTH

About

Insurance & Wealth Protection

Story

Insure Wealth is an Insurance and Investment company focused on using wealth management strategies to create tax efficiency and protection. This includes using a variety of insurance and investment products from a wide range of Canadian companies.

Products

Life Insurance, Critical Illness Insurance, Disability Insurance, Health Trusts, Investment Strategies, Life Insurance Strategies for Business Owners, Group Benefits, Travel Insurance



"Insure Wealth is an Okanagan based boutique Private Wealth Management firm specializing in Insurance and Investment strategies. We also offer Health Trusts for business owners to write off their health and dental expenses as well as Employee Benefit packages."
Address: 1708 Dolphin Ave #505, Kelowna, BC V1Y 9S4, Canada
Phone: (250) 869-8158
ac.htlaewerusni@nosaj
State: British Columbia
County: Central Okanagan
City: Kelowna
Zip Code: V1Y 9S4


Opening Hours

Monday: 9:00 AM – 5:00 PM
Tuesday: 9:00 AM – 5:00 PM
Wednesday: 9:00 AM – 5:00 PM
Thursday: 9:00 AM – 5:00 PM
Friday: 9:00 AM – 5:00 PM
Saturday: Closed
Sunday: Closed

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Reviews
Ten years of solid, professional and personable investment and insurance advice. Jason has a great team at InsureWealth!!
When it comes to finances, it's good to know you're working with professionals. For investment services and insurance products, the team at Insure Wealth is very knowledgeable and great to work with.
I have been working with Insure Wealth for many years now and have been impressed with their forward thinking in a very traditional industry. They are leading the way in providing some of the best Insurance, Investment and Wealth Management for personal and business. I would highly recommend anyone with a business to go talk to their team, they will open your eyes to a new way to make money and do business.
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