Benewealth Strategies Inc - Kelowna, British Columbia

Jason D.

I can’t say enough great things about Danica Dutt and her passion for helping people make the most of their financial planning. She spent nearly two hours with my wife and I, breaking down all the hidden fees we had been unknowingly paying with our previous advisor. Not only did she immediately find us nearly 40% in savings, but she also took the time to explore other options and identified tax structures and benefits we didn’t even know we qualified for.

Danica’s genuine care, passion, and outstanding customer service are truly unmatched. I can’t think of a better person to trust with our family’s financial future. Highly recommend!

LUX H.

For the past four years, our company has entrusted Benewealth with a broad array of services, encompassing employee benefits, personal insurance, business tax consultancy, and comprehensive financial planning. Danny and his team distinguish themselves with their profound expertise and keen understanding of financial products. Their recommendations have been instrumental in optimizing our cost-efficiency and ensuring the seamless operation of our small business. What truly sets them apart is their commitment to collaboration. They actively engage with our business lawyer, accountant, bank, and bookkeeper, fostering a holistic approach to achieve our financial objectives and safeguard our employees' benefits. Benewealth's dedication to their clients' success is unequivocal. I wholeheartedly endorse their services to any business seeking to enhance their financial well-being and operational efficiency.

Joel P.

I had the pleasure of working with Danica to help my family set up the proper life and critical illness insurance's for my wife, daughter and myself. What an amazing experience. Danica was very receptive to our needs and helped us choose the best options for my family. We were so impressed with the quality of the service, we are in the middle of moving our entire portfolio over to BeneWealth Strategies and very excited to work with Danny and Danica to help build our financial portfolio and help our dreams turn into reality.

Kimberly E.

Daniel and his team have been amazing! Between helping me get my business up and running to helping me grow personally, they go above and beyond. They are always there when I need them and have offered some excellent advice and service every step of the way. I always look forward to my meetings with them and now feel like we are planning well for what ever the future may bring.

Dario R.

BeneWealth Strategies have provided my wife and I with timely advice, saving us money short term and setting us up for the future. With open lines of communication and around the clock availability, we were able to make financial shifts that have significantly affected our day to day cash flow. BeneWealth leaders have had have our best interest to achieve the best possible results. As we adjust to the especially challenging times of Covid-19, it became increasingly important to make effective financial changes in which we successfully acheived in a matter of days. I would highly recommend BeneWealth Strategies to anyone looking for professional, honest financial advice.

Ravi M.

Benewealth is highly recommend. We have been with them 7 years. They work diligently to get us great rates on features that we actually require in regards to group benefits. Daniel and his team go above and beyond our expectation providing excellent business and personal financial advise.

Mandeep D.

My wife and I have been dealing BeneWealth since 2014 and we could not be any happier. The firm's professionalism, integrity, and honesty are next to none. The best part of BeneWealth is that they work as a team and tend to cover all of our wealth management needs under one roof. We would not trust our finances with anyone else. We would recommend BeneWealth to anyone that wants to secure their finances for the present and future.

Sho I.

I highly recommend BeneWealth as they really are planning focused and very knowledgeable. Stefano has been amazing with his communication, advice and always delivers results. I have nothing but praise for him and the BeneWealth team.