Life Insurance Penticton

Tax-efficient investing techniques for high net worth individuals. Immediate Financing Arrangement provides a tax-effective way of financing permanent life insurance and build up wealth on a tax-advantaged basis without limiting the use of your cash flow and available capital. IFA is helpful for offering ongoing retirement earnings to an investor.

Penticton British Columbia

Penticton is a city in the Okanagan Valley of the Southern Interior of British Columbia, Canada, located between Okanagan and Skaha lakes, with a population of 33,800.

Due to its warm environment, the city has a diverse variety of public spaces, from parks to trekking routes. It is home to 10 public parks, consisting of Gyro Park, Lakawanna Park, Marina Way Park, Okanagan Lake Park, Penticton Youth Park, Rose Garden, Rotary Centennial Pavilion, Rotary Park, Skaha Lake Park, and Munson Mountain. There are also seven beaches positioned in the city, including Okanagan Lake Beach, Skaha Lake Beach, Airport Beach, Marina Way Beach, Okanagan Lake Park Beach, Sudbury Beach, and Three Mile Beach.

The larger city area consists of the Okanagan Falls Provincial Park, situated in the unincorporated neighborhood Okanagan Falls. Rock climbing up area Skaha Bluffs is located south of the city center on a hillside above the Skaha Lake in the Skaha Bluffs Provincial Park.

865,000+ Canadian households have more than $1 million in assets.

more than $1 million

High Net Worth

more than $5 million

Very High Net Worth

more than $30 million

Ultra High Net Worth

How much

Life Insurance

do I need?

HNW families' goals are ESTATE and WEALTH planning rather than financial planning by focusing on tax strategies and insurance products to ensure wealth is efficiently passed on.

Life Insurance Companies

Sun Life Insurance

Sun Life Insurance

RBC Insurance

RBC Insurance

BMO Insurance

BMO Insurance

Manulife Financial

Manulife Financial

Canada Protection Plan

Canada Protection Plan

Industrial Alliance

Industrial Alliance

Canada Life

Canada Life

Equitable Life

Equitable Life

Ivari

Ivari

Empire Life

Empire Life

Dream Team

Your most important possession is time, so why waste it comparing insurance coverage providers. At IFA.tax, we do the heavy lifting for you. We offer you a suite of personal and comprehensive client services created to save you time, money, and taxes.
Dino Maragos

Dino Maragos

Senior Advisor

George Melas

George Melas

Operations, Marketing

Best things about living in Penticton BC

Penticton BC Official Website

Penticton BC Official Website

Penticton BC Public Transit

Penticton BC Public Transit

Libraries in Penticton BC

Libraries in Penticton BC

Best Restaurants in Penticton BC

Best Restaurants in Penticton BC

Things to do in Penticton BC

Things to do in Penticton BC

Discover Penticton BC

Discover Penticton BC

News in Penticton BC

News in Penticton BC

Weather in Penticton BC

Weather in Penticton BC

Wikipedia for Penticton BC

Wikipedia for Penticton BC

Penticton BC on Google Maps

Penticton BC on Google Maps

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