505, 1708 Dolphin Ave, Landmark 2,
Kelowna, BC V1Y 9S4
Monday to Friday: 9:00 a.m. - 5:00 p.m.
Saturday and Sunday: Closed
Points West delivers creative and tax-efficient solutions that meet the needs of our individual clients and business owners alike.
Health Trusts make health and dental expenses tax deductible to a Corporation and a tax-free benefit to employees.
There are no monthly premiums, check the long list of eligible expenses.
Lisa Jaffary is an Insurance specialist with Points West. Since 1990, Lisa has been helping individuals and business owners with their insurance planning. Her areas of expertise are health and dental plans, life, disability and critical illness insurance, segregated funds and guaranteed interest accounts.
Health & Dental Plans * Group Benefits & Health Trusts * Life, Disability & Critical Illness * Advanced Business & Tax Strategies * Succession Planning * www.pointswest.ca