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Kelowna
I educate people on how the financial world works and help them make better informed decisions based on their individual needs. Building a relationship with my clients is important for me to look out for them and make sure I bring what they need to the table.
Kelowna
Benewealth was born in Kelowna, BC, in 2006 with the belief that to really serve clients well, we’d need to do things differently. We believe in people, not products. That’s why you’ll find us sitting in our client’s kitchens and living rooms, asking about your needs and figuring out what makes you tick. We believe in getting to know you, and giving expert advice and custom solutions, not questionnaires that spit out generic plans.
I have over 17 years of Financial Services industry experience; partnering with clients to deliver financial reviews and investment services through goals-based advice. Contact me for a free, no-obligation consultation.
I love partnering with individuals and families to help them reach their financial goals. Whether it be planning for their dream retirement, putting their children through post-secondary education, or protecting their family from the unexpected.
Having worked for many years for one of 'the big 5' Canadian banks, I wanted to be in control of always putting my clients first and doing what is in their best interests, without the underlying narrative of maximizing profits for corporate shareholders or the massive bonus of the CEO.
I will always do what is in your best interests. I believe in being transparent about costs and fees and have found that I am able to save my clients money by customizing an investment solution that meets their unique needs, as opposed to using a generic 'one-size fits all' approach.
I am able to provide my services in-person at my local office, or remotely using Zoom and DocuSign services.
I have received both doses of the Covid-19 vaccine and offer clients options for meeting in-person in a physically-distanced space, while wearing protective masks. Alternatively, I can hold appointments virtually over Zoom from the comfort of the client's home.
