Insurance.
Investments.
Wealth Planning.

Kelowna's Top Business Specialists.

SERVICES

OUR SERVICES

Insure Wealth Group, Inc. specializes in providing tailored personal and business insurance solutions and wealth management services.

We are dedicated to safeguarding your family, business and employees.

Our team is here to answer your questions with experience and industry knowledge.

Services

TEAM

OUR TEAM

Meet the dedicated professionals at Insure Wealth Group, Inc. who are committed to understanding your unique insurance needs and providing personalized solutions.

Our experienced team is here to support you every step of the way in your financial journey.

Meet the Team

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Specialties

OUR SPECIALTIES

Whether you are a small, medium or large business owner looking for tax efficient strategies or a family looking for income protection, Insure Wealth delivers plans that are as individualized as you are.

We have assembled a team of professionals in the financial industry to handle any scenario.

Corporate Planning

Ensuring your business is running efficiently and compliantly in 8-core pillars of business for success.

Personal Planning

Ensuring your unique needs and future plans are considered when making financial decisions.

Wealth Management

Ensuring your current & future wealth is secure and growing into a legacy with minimal tax consequences.

Life Insurance

Ensuring your loved ones and important assets are protected well into the future.

Estate & Trust Planning

Ensuring a seamless and easy transition for the next generation while preserving your legacy.

Group Benefits

Ensuring you attract and retain the best employees by looking after their health and well-being.

Critical Illness / Disability Insurance

Ensuring those you care about are taken care of in the event of an accident or debilitating injury.

Immediate Financial Arrangements (IFA's)

Ensuring your incorporated business and family are well protected while freeing up investment funds.

Succession / M&A Planning

Ensuring your corporate legacy continues after you exit the business you've built.

Health Trusts

Ensuring small business owners can write-off their health-related expenses as a tax write-off.

News / Blog

NEWS & BLOGS

An image of 6 stone pillars and a stone wall with the words "8 Pillars of Financial Planning" written over top.

The 6 Pillars of Financial Planning.

Health Trusts: An alternative Insurance Solution for Business Owners.

A boardroom with chairs around a long table.

Maximizing Business Insurance Coverage for Long-Term Success

Need more details? Contact us

We are here to assist. Contact Insure Wealth Group, Inc. for expert guidance and personalized insurance solutions. Reach out to us via phone, email, or through our social media channels.

Insurance. Investments. Wealth Planning.