Lee Brooks President, View360 Insurance Advisory Ltd.
Lee is an insurance and wealth-focused advisor with 20+ years of experience as an Advisor and Business Owner. Supported by the resources and team at PPI Advisory, Lee serves Business clients in British Columbia, Alberta and the Yukon from his offices in Vancouver, and New Westminster. Lee graduated from Simon Fraser University in 1998 with a BBA in Finance. In 2005, Lee obtained his Certified Financial Planners designation (CFP). Lee’s most recent accomplishment is being referred and accepted into the Conference for Advanced Life Underwriting (CALU) CALU is a professional organization dedicated to understanding the advanced planning issues facing business owners, while working with the department of finance to ensure advanced planning strategies are understood and accepted by government.
Lee is dedicated to understanding and putting into practice the advanced tax, wealth and insurance planning opportunities available for business owners and affluent Canadians. Lee enjoys and has extensive experience working with active or retiring Business Owners and their Key People, Philanthropists, Professionals, and Executives
To ensure his clients always obtain the best advice and service, Lee and View360 Insurance Advisory will often collaborate with his clients other Advisors or specialists firms that work closely with View360 Insurance Advisory.