Whether you're 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.
Jason Netherton is the founder and active partner of Insure Wealth Group. His career began in 1999 with Mutual Group and now brings almost two decades of deep experience in helping clients make their money work for them.
We're here to create effective wealth management strategies to help you and your family thrive for years to come—and we make it a priority to be approachable, inclusive, and communicative. Our family style office is different... we truly care about your financial future.
Did you know that Kelowna and the Central Okanagan is Canada’s most entrepreneurial and fastest growing community?
Small businesses are flourishing in the Okanagan and we can help you make your hard earned money continue to grow with Sole Proprietorships and Small Business Insurance Basics ➤ https://insurewealth.ca/2019/04/08/sole-proprietorships-and-small-business-insurance-basics/
Insure Wealth is diligent in keeping up to date on the current innovative financial products and strategies for their clients. These include: ✓ Investments
✓ Insurance Strategies
✓ Estate Planning
✓ Corporate Insured Retirement
✓ Shared Ownership
✓ Immediate Finance Arrangements
Our creative planning team works with you to review your options and your current financial plan.
Shout out and big Congratulations to the BC Outstanding Young #Farmer Association Regional Awards Runner-ups (http://www.oyfbc.com) 🎉 Ray & Tracey #Bredenhof of www.bredenhofhops.com 🥳
It was great to be a part of this event! These young #farmers really do exemplify excellence in their profession and we look forward to watching their continued success!
We're lucky to live in an area where small business is flourishing.
Being in business also means making your money work for you in the most efficient way. We can help you in several different ways, investment suggestions are one way, but also accounting and legal support.
Having a game plan for your financial future is as important as the blue print in building your dream home. While taking the initiative to plan for the future and save money to fund your retirement goals is a great start, there are plenty of additional planning items to take a look at.
Protect your wealth, find out how >> https://insurewealth.ca/estate-planning #estate -and-trust