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WE Life Working Enterprises Life Division


157 Rutland Road, S
Kelowna, B.C.
V1X 2Z3

Toll Free: 1-800-899-7319
Business: 250-765-7319
Fax: 250-765-7311
Email: life@weinsurance.com

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Reducing my taxes.
Planning my retirement, RRSPs/RRIFs.
Designing a financial plan.
Reviewing my investments.
Creating a great mutual fund portfolio.

Saving for a child's education.
Setting up an RESP.
Reviewing my will or estate.
Business planning and agreements.
Group benefits and/or pension planning.

Early Retirement.

Life Insurance planning.

Changing beneficiaries on my life insurance.
Creditor proofing my investments.
Prefund payment of RRSP/RRIF estate tax liability.

Succession planning: passing the business to heirs.
Prefunding estate taxes on capital gains.
Planning to keep the cottage in the family.

Replace my income if I become disabled.

Borrowing to invest in an RRSP.

Increase my foreign content in my RRSP.

Starting a Spousal RRSP.

Contributing to my RRSP.

Reverse Mortgage planning.

Develop RRSP to RRIF conversion strategies.

Creating a successful RRIF income plan.

Sheltering investment income.

Maximizing my estate's value.

Giving to charity.

Leaving a legacy to my heirs.

   
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