We Have Happy Clients

Success Stories

Don't Take Our Words! Hear What They Say About Us.

"Coralee was outstanding to work with. What I valued most about her was her organic and casual approach during our consultation. She's not trying to sell you something -- she's trying to tailor you a solution to fit your needs. Her transparency and honesty was a breath of fresh air. Excited to work with her again in the future."

"Coralee is the best! She gave great advice on how to plan our finances with our family financial needs shifting; kids needing post secondary school help and retirement on the horizon for us. Coralee took the time to get to know our family and our situation, explained everything in a way that made us feel comfortable with our decisions. Coralee is approachable, professional, and knowledgeable."

We were fortunate to begin our investment adventure with Coralee five years ago and have always appreciated her high level of concern and competence. She has kept in touch by scheduling regular meetings and updates, always prepared and always offering expert and trustworthy advice. We are confidently looking forward to many more years with Coralee as our financial advisor

J & B

"Almost 6 years ago we began our “wealth management” journey as a couple. There was an instant connection with Kelsey upon meeting. Her qualifications, approach and values were in direct alignment with our goals. When Benson View Private Wealth formed we had zero hesitation that it was the right direction for us. The fees were well justified, results were there and we maintained peace of mind. At our initial in person meeting with Coralee her energy and positivity were paramount. She provided an updated clear strategy for our retirement goals. Benson View provides clear and concise communication, confidence and peace of mind. We have zero hesitation referring family and friends to Coralee and Kelsey for their financial needs regardless of what they are."

R & A

"We’ve been working with Benson View, and we couldn’t be more grateful for their expertise and support. From the beginning, they took the time to understand our financial goals and crafted a personalized strategy that truly made sense for us. We trust their guidance completely, knowing they have our best interests at heart. Their clear advice, careful planning, and responsiveness give us peace of mind, and we feel confident that we’re on the right path. Highly recommend them to anyone looking for a knowledgeable, reliable, and trustworthy financial advisor."

T & E

"Working with Coralee was one of the best financial decisions we’ve made to date! We had been putting it off thinking “we don’t make enough money” or “we’re too young to think about life insurance.” But after making the appointment and learning SO much from Coralee we feel much more financially literate and equipped to make both short-term and long-term financial decisions."

P & G

What started as a simple inquiry, evolved into a much needed, very complex, estate sorting. Coralee and Lee, guided us through the whole process, start to finish, with very professional service. Our family has really enjoyed our experience working with Coralee and Lee of Benson View Private Wealth. We highly recommend their services to all of our friends and family, thank you!

N & A

"When I think of Coralee I think of gratitude. Coralee has been a generous supporter of Habitat for Humanity Vancouver Island North. She has helped me complete a homeowners financial education program for all our families and has provided one-on-one financial planning to our homeowners. Her knowledge, strong communication, honesty, and caring nurture are huge assets to our organizations."

BensonView Success Stories

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Retirement Planning

We recently worked with a client who was unsure if they could retire immediately or would need to keep working. They had built a strong financial foundation with multiple rental properties and a pension from a previous employer, but they wanted clarity on whether these assets would support their desired lifestyle. Their biggest goal was to continue travelling while they still had the health and energy to enjoy it fully.

To provide that clarity, we gathered a complete picture of their finances, including income, expenses, rental properties, pension, CPP, OAS, and investment accounts. Using conservative assumptions, we projected future growth and applied tax-efficient strategies to ensure their savings could be drawn down in the most effective way. This gave the client a realistic and confident plan for retirement.

The outcome was immediate relief and excitement. They could see clearly that they had more than enough resources to retire comfortably, maintain their travel lifestyle, and enjoy a flexible schedule. Going forward, we will continue to review and update the plan as their needs evolve, ensuring they remain on track to enjoy life to the fullest with confidence and financial security.

Buying a First Home

We recently worked with a client who had just graduated from university and started their first full-time job, earning a strong income. Like many recent graduates, they were balancing student debt with the desire to stop renting and purchase their first home. They had some savings in RRSPs but weren’t sure how to allocate their funds most effectively to reach their goal.

To help them, we opened a First Home Savings Account (FHSA) and maximized contributions to take full advantage of its tax-free growth. We also incorporated the RRSP Home Buyers’ Plan, carefully coordinating both accounts to ensure the client could access funds efficiently and stay on track with their savings goals.

The result was a successful first home purchase. By combining the FHSA and the Home Buyers’ Plan, the client made a significant down payment and transitioned from renting to homeownership. They now have an asset that will grow in value over time while using their income to build equity, giving them a solid financial foundation and confidence as they begin this next chapter.

Group Benefit Plan

A large franchise association was looking for a way to provide employee benefits across its network while recognizing that each franchise is independently owned and operated. Traditional group benefit plans proved difficult, as some locations had only two employees and would not qualify, while others had larger teams with diverse needs ranging from single individuals to families. Without a collective approach, costs would have been much higher and many franchise owners would have been left without an effective solution.

To address this challenge, we introduced an association benefit plan. Unlike a standard group plan, the association model allowed each franchise to select coverage levels that suited their unique workforce while still benefiting from shared buying power. Multiple tiers of coverage were offered, enabling each location to tailor its plan without sacrificing affordability. By pooling together under the association structure, all members were able to access consistent rates that kept premiums lower than if each franchise sought coverage independently.

The result was nine satisfied franchises spanning across British Columbia and Alberta, each equipped with a benefits package suited to its team’s needs. Owners gained peace of mind knowing they could attract and retain employees with competitive benefits, while employees appreciated the flexibility and coverage provided. Most importantly, the association plan struck the right balance between customization and cost savings, ensuring long-term sustainability for the entire network.