Our clients are businesses, business owners and affluent Canadians that see value in expert advice when tending to their financial affairs. We assist clients at various stages of their financial planning journey — from their business start up and first financial plan to reviewing and improving a well established financial planning client.
The latter often includes View360 Insurance Advisory working with a client’s existing advisors to provide a 360 view of their current situation.
We are committed to listening and understanding our clients in order to expose planning opportunities while producing a planning strategy that reflects their goals. We will communicate with you using easy to understand, non-technical language.
“I have a long standing work relationship with Lee and his staff. They’ve proved to be an invaluable source for our client’s business insurance needs. Their collaborative focus fits well into our client model of not just getting the job done, but getting it done in the most effective way possible. For Lee it is all about finding the right fit, and growing along with the client. For example, in one of our recent transactions Lee took the file from a simple key man insurance request through a tax planned shareholder agreement policy, then on to an acquisition and eventually a final merger. Lee managed the insurance side of the transactions streamlining our legal work on the files, and left the shareholders and HR staff very pleased with the final insurance plan and implementation. It continues to be a pleasure to work with Lee as part the team of professionals our clients require on an ongoing basis to achieve their business goals.”
–B.C. law firm client