• 8661 201 St, Langley, BC V2Y 0G9, Canada
  • Mon - Sat 8:30 - 17:00. Sun CLOSED
  • 1-604-757-2854
Investwell Wealth Management Inc.
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      • Term Life Insurance
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Investwell Wealth Management Inc.
  • Home
  • About Us
  • Planning Process
  • Products & Services
    • Investment Advice
      • Investment Management
      • Retirement Planning
      • Tax Management
      • Estate Planning
      • Education Funding
    • Insurance Advise
      • Group Benefits
      • Term Life Insurance
      • Permanent Life Insurance
      • Disability Insurance
      • Critical Illness Insurance
      • Long-term Care Insurance
  • Calculators & Planners
  • Contact Us
  • Quick Quotes
  • Buy Online
  • Join Our Team
1-604-757-2854
8661 201 St, Langley,
BC V2Y 0G9, Canada
Homeproducts & services

products & services

We offer a range of services and solutions

Investment
Advice

Investing without purpose can result in making poor decisions, or finding it hard to measure progress towards a plan.
Estate
Planning

Estate planning is an essential part of wealth management, particularly if your estate involves significant assets or complex issues.
Retirement
Planning

Retirement usually means you stop earning an income and begin spending what you’ve saved for this time in your life.
Education
Funding

Putting a child through school is one of the biggest costs families can face. A post-secondary education can be the key to unlocking life’s opportunities
Tax Management

There are strategies that can help minimize the tax investors will pay, allowing them to get the most out of their savings and investments.
Insurance
Advice

Investing without purpose can result in making poor decisions, or finding it hard to measure progress towards a plan.

Our Business Partners

  • Allianz
  • CPP
  • Foresters
  • ivari
  • Assumption Life
  • Desjardins
  • Humania
  • La Capitale
  • BMO Insurance
  • Empire Life
  • IA Excellence
  • Manulife
  • Canada Life
  • Equitable
  • Industrial Alliance
  • Pacific Blue Cross
  • RBC Insurance
  • Sun Life
  • Travelance
  • TuGo

Book a face-to-face complementary consultation with us to discuss your financial needs.

Book an Appointment
Investwell Wealth Management Inc.

Investwell’s vision is simple, we want to facilitate a single access resource point for our clients by providing them with objective advice that they need to achieve their financial goals through a combination of listening, planning, guiding, executing and reviewing.

Blogs

  • Building a stronger business May 17, 2018
  • Small Business Owners with no benefits plan May 10, 2018

Quick Links

  • About Us
  • Planning Process
  • Products & Services
  • Investment Advice
  • Retirement Planning
  • Tax Management
  • Estate Planning
  • Education Funding
  • Insurance Advise
  • Calculators & Planners
  • Buy Online
  • Contact Us

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