Columbia Basin Financial Wellness Group

Columbia Basin Financial Wellness Group 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

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 R...
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

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.

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 p...
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.

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.

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

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.

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˜€...
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

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.

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

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