insureWEALTH on Our Okanagan:

Insurance & Wealth Protection

Insure Wealth (formerly Future Financial Group) focuses on using corporate strategies that use concepts and financial products to create a tax efficiency and protection for your wealth. This includes a variety of insurance and referring investment products from a wide range of canadian companies.

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insureWEALTH
Business Logo

Address 10058 Highway 97
Suite 5A
Winfield, BC
V4V 1P8
(View Map)
Phone (250) 869-8158
Fax (250) 766-0470
Business
Keywords
insurance, life insurance, disability insurance, travel insurance, investments, business strategies, investing, investment strategies, wealth, wealth protection, wealth management
Key Contact Jason Netherton
Email jason@insurewealth.ca
Website www.insurewealth.ca/
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Description

Insurance & Wealth Protection

Insure Wealth (formerly Future Financial Group) focuses on using corporate strategies that use concepts and financial products to create a tax efficiency and protection for your wealth. This includes a variety of insurance and referring investment products from a wide range of canadian companies.

What We Offer

Advanced Wealth Management for Business Owners

Shared Ownership, Succession Planning and tax strategies for business owners.

If you are a business owner you may have built up a successful business but have you addressed the following?

  • Can you access your corporate capital without a large tax bill?
  • Would your family be able to properly liquidate/sell your shares & business?
  • Are your shares protected if something happens to you or your partner?

Insurance

Insurance Broker for a wide variety of services:

  • Term and Permanent Life Insurance
  • Critical Illness Insurance
  • Disability Insurance
  • Long Term Care Insurance
  • Extented Health and Dental
  • Business Insurance
  • Travel Insurance

Investment

insureWEALTH offers investment planing for your RRSP’s, TFSA, Non Registered Accounts and referrals to some of North America’s largest Land Banking companies

Wealth Management for High Net-Worth Individuals

Protect your assets. Grow your future.

insureWEALTH uses industry leading insurance concepts, products, and planning for our high net worth clients to protect what they have built up and to reduce their taxation.

This business did not post any Updates, Events or Sales/Promotions.

There are no job/volunteer opportunities available at the moment.

There are no Request for Proposals available at the moment.

There are no Investment Opportunities available at the moment.