Holistic Fiscal Strategies Inc.

9-3151 Lakeshore Road, Box 417 Kelowna BC V1W 3S9

Insurance & Financial Products

Holistic Fiscal Strategies Inc. provides a full range of Insurance and Financial Products.


The following is a list of our products:

  •  Personal Life Insurance – Term and Permanent Products


  •  Business Life Insurance – Buy/Sell, Key Person, Loan Protection & Asset Transfer


  • Disability Insurance – Individual & Business plans with return of premium


  • Critical Illness Insurance – Adult and Child plans are available


  • Private Health & Dental Plans – Great for the self employed and retirees


  • Group Health & Dental Plans – From 3 to 25 employees


  • Annuities – Guaranteed Income for life


  • Guaranteed Investment Term Products – Fixed interest rate products


  • Guaranteed Minimum Withdrawal Products – Income and the potential for market returns


  • Segregated Investment Funds + HFS Portfolios


  • Private Wealth Management – Hahn Investment Stewards


  • Banking Solution Products – mortgages & line of credit


  •  Leap System – A process which can increase your wealth without increasing your risk


If you would like more information or want a review of your current products, please contact our office. We will be glad to assist you in any way possible