Columbia Basin Financial Wellness Group

Columbia Basin Financial Wellness Group

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Independent Investment and Life Insurance Broker Serving the Kootenays Since 1993. For You, Your Family and Your Business.

Cranbrook Office:
Invermere Office: 906 โ€“ 7th Avenue Invermere BC

Kootenay Insurance 06/23/2021

๐—•๐˜‚๐˜€๐—ถ๐—ป๐—ฒ๐˜€๐˜€ ๐—ข๐˜„๐—ป๐—ฒ๐—ฟ๐˜€

We have four ways to grow our personal money tax free or tax deferred โ€“ through RRSPS, TFSAS, Principal Residence, or within a Life Insurance policy. ๐—•๐˜‚๐˜€๐—ถ๐—ป๐—ฒ๐˜€๐˜€ ๐—ข๐˜„๐—ป๐—ฒ๐—ฟ๐˜€ have only one way to grow their Corporate dollars tax free โ€“ by using a ๐—–๐—ผ๐—ฟ๐—ฝ๐—ผ๐—ฟ๐—ฎ๐˜๐—ฒ ๐—Ÿ๐—ถ๐—ณ๐—ฒ ๐—œ๐—ป๐˜€๐˜‚๐—ฟ๐—ฎ๐—ป๐—ฐ๐—ฒ ๐—ฝ๐—ผ๐—น๐—ถ๐—ฐ๐˜†.

Give me a call today to learn more about your options or to receive more information: 250-341-1524

Kootenay Insurance To make sure your business is covered, I offer a variety of business services. However, I meet with each client to make sure they are fully protected, instead of simply focusing on one aspect of Insurance and Financial Planning.

Kootenay Insurance 06/02/2021

As a small business owner, do you want to offer ๐—š๐—ฟ๐—ผ๐˜‚๐—ฝ ๐—•๐—ฒ๐—ป๐—ฒ๐—ณ๐—ถ๐˜๐˜€ to your employees but are worried about the cost of the premiums?

Whether your company has 100 employees or just you, we can help you design and implement a plan that is affordable and as flexible as it needs to be.

Give me a call today to learn more about your options or to receive more information: 250-341-1524

Independently owned and operated, we work with all major insurance companies and have specialized in Employee Group Benefits since 1993. Our clients include a variety of business types and sizes throughout the East and West Kootenays.

Kootenay Insurance To make sure your business is covered, I offer a variety of business services. However, I meet with each client to make sure they are fully protected, instead of simply focusing on one aspect of Insurance and Financial Planning.

Kootenay Insurance 05/12/2021

If having to put all our travel plans on hold for a while has taught us anything, itโ€™s the importance of being prepared for the unexpected.

So when it is safe to travel again, make sure you are protected against the unexpected with a reliable ๐“๐ซ๐š๐ฏ๐ž๐ฅ ๐ˆ๐ง๐ฌ๐ฎ๐ซ๐š๐ง๐œ๐ž ๐ฉ๐ฅ๐š๐ง.

As an independent insurance broker, I work with all major insurance companies and will ensure that you get the best ๐“๐ซ๐š๐ฏ๐ž๐ฅ protection for your needs.

Give me a call today to learn more about your options or to receive more information: 250-341-1524

Kootenay Insurance To make sure your business is covered, I offer a variety of business services. However, I meet with each client to make sure they are fully protected, instead of simply focusing on one aspect of Insurance and Financial Planning.

Kootenay Insurance 04/21/2021

Do you have ๐—–๐—ผ๐—ฟ๐—ฝ๐—ผ๐—ฟ๐—ฎ๐˜๐—ฒ ๐—œ๐—ป๐˜€๐˜‚๐—ฟ๐—ฎ๐—ป๐—ฐ๐—ฒ that covers your business expenses and personal income in the event you suffer a ๐˜€๐—ฒ๐—ฟ๐—ถ๐—ผ๐˜‚๐˜€ ๐—บ๐—ฒ๐—ฑ๐—ถ๐—ฐ๐—ฎ๐—น ๐—ฒ๐˜ƒ๐—ฒ๐—ป๐˜?

Health Insurance is just as important as life insurance. Find out how a ๐—–๐—ฟ๐—ถ๐˜๐—ถ๐—ฐ๐—ฎ๐—น ๐—œ๐—น๐—น๐—ป๐—ฒ๐˜€๐˜€ ๐—ฃ๐—น๐—ฎ๐—ป can provide protection.

Give me a call today to learn about your options or to receive more information: 250-341-1524

Kootenay Insurance To make sure your business is covered, I offer a variety of business services. However, I meet with each client to make sure they are fully protected, instead of simply focusing on one aspect of Insurance and Financial Planning.

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Location

Address


302 14th Avenue South
Cranbrook, BC
V1C2X4

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm