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    Network of Professionals

    June 3, 2024
    As a financial advisor, my primary goal is to help you achieve financial clarity by accessing a network of dedicated professionals. Together, we provide personalized advice and services to help you make informed decisions and secure your future. Think of me as your financial coordinator, ensuring every aspect of your financial life works smoothly.
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    How To Use Insurance To Provide Your Family With Financial Protection

    April 1, 2024
    The best way to provide your family with financial protection is with solid insurance planning. These three types of insurance will ensure your family has the financial resources they need if you die, are injured, or become ill: - Life insurance. - Critical illness insurance. - Disability insurance.
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    How To Use Insurance To Provide Your Family With Financial Protection

    June 2, 2023
    The best way to provide your family with financial protection is with solid insurance planning. These three types of insurance will ensure your family has the financial resources they need if you die, are injured, or become ill: - Life insurance. - Critical illness insurance. - Disability insurance.
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    When and Why You Should Conduct an Insurance Audit

    November 1, 2022
    As our lives grow and change with variable circumstances, new additions, and job transitions, our needs for insurance will also evolve. Additionally, economic fluctuations and external circumstances that influence your insurance policy will need frequent re-evaluation to ensure that you are making the most appropriate and financially favorable decisions. Talk to us we can help.
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    Estate Planning for Business Owners

    April 1, 2022
    What happens when the children grow up and they are no longer dependent on their parents? What happens to your other "baby"- the business? Estate planning for business owners deals with the personal and business assets.
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    Why Should I Review My Life Insurance?

    November 1, 2021
    It’s important to review your life insurance regularly to ensure your policy is up-to-date and see if you require any coverage changes. Here are some reasons you may need to update your life insurance: • You’ve gotten married or divorced or had a baby. • You’ve changed jobs. • You’ve taken on some debt. • You’re supporting additional family members. • You’ve bought a new home. • A loved one has a change in their health.
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    When should I buy life insurance?

    October 1, 2021
    Life insurance is something you can use at any age. Whether you’re in your 20s or approaching retirement, you can benefit from having life insurance. Our article, “When should I buy life insurance”? can help you understand: • What the two main types of life insurance are – term and permanent • When term insurance is better for you and when permanent insurance is • How life insurance can benefit you at different ages • What costs life insurance can help your loved ones’ cover
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    Do you REALLY need life insurance?

    September 1, 2021
    You most likely do, but the more important question is, What kind? Whether you’re a young professional starting out, a devoted parent or a successful CEO, securing a life insurance policy is probably one of the most important decisions you will have to make in your adult life. Most people would agree that having financial safety nets in place is a good way to make sure that your loved ones will be taken care of when you pass away. Insurance can also help support your financial obligations and even take care of your estate liabilities.
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    Accessing Corporate Earnings

    August 2, 2021
    One of the financial planning issues that business owners face is how to access their corporate earnings in a tax efficient way. Please contact us to learn how we can get more money in your pocket than in the government's.
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    NEWS + SUPPORT

    Keep up to date with the latest news and helpful websites that share important information related to your business and personal financial needs.

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    2025 British Columbia Tax Rates

    May 1, 2025
    2025 BC Tax Rates – Get the latest provincial and federal tax rates, including marginal rates, capital gains, and dividends. Stay informed and plan ahead!
    Read more
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    Tax Tips for Filing Your 2024 Income Tax Return

    March 31, 2025
    Get ahead of tax season! Discover what’s new for 2024—from increased CPP contributions and Home Buyers’ Plan changes to key deductions and credits. Maximize your refund and avoid costly mistakes.
    Read more
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    Bank of Canada Announces Interest Rate Cut Amid Economic Uncertainty

    March 12, 2025
    The Bank of Canada has cut interest rates to 2.75%, reflecting ongoing economic challenges and trade uncertainties. Market volatility is normal, but staying disciplined and diversified helps manage risk over the long term. If you have questions or concerns, please reach out—we're here to help. #BankOfCanada #InterestRates #MarketVolatility #FinancialWellbeing
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    Surrey Office

    604-596-7188
    info@creststonewealth.com

    210 – 5455 152nd St
    Surrey, BC
    V3S 5A5

    KELOWNA OFFICE

    250-860-8389
    info@creststonewealth.com

    1100-1631 Dickson Ave
    Kelowna, BC
    V1Y 0B5

    ABOUT

    Creststone Wealth is a financial planning, investing + insurance firm located in British Columbia, serving clients across Canada.

    NEWSLETTER

    OUR DEALER

    Insurance products, including segregated fund policies and health insurance are offered through Creststone Wealth, and Investment Representatives Stephen Cameron, Gail Winzoski, Rochelle Noren, Terry Sorensen and Bharpur Singh Gill offer mutual funds and referral arrangements through Quadrus Investment Services Ltd.

    Quadrus Investment Services Ltd. and design are trademarks of Quadrus Investment Services Ltd. Used with permission.

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