We're grateful each time clients take the time to recount their positive experiences. Testimonials give prospective clients a sense of the service and professionalism we offer.
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!
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.
Our accountant, whom we trust and respect, recommended Lee Odgers to us a few years ago. At that time, we met with Lee to discuss our company’s Life Insurance needs and soon realized that we knew very little about how unique our needs were.
Lee was very patient with us and spent several meetings illustrating his recommended options to help us achieve our goals. He took time to understand our business, our family and us as individuals. Lee listened to and appreciated the things that were important to us.
Getting to know Lee after many meetings and thorough discussions with regard to our companies’ goals, we decided to have Lee manage our personal investments as well. It seemed a natural fit to include him in more of our financial planning.
We look forward to our discussions with Lee. We always learn something new, and gain a deeper understanding of how crucial planning is. Lee is passionate about what he does and his enthusiasm about the services he provides is contagious.
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.
Over the years Lee has worked with me as my financial advisor looking after both my personal and my business needs. I have always found him to be highly competent and trustworthy. When I first began working with Lee in 2007 my business was really starting to grow but still in its infancy. Lee has provided me with sound advice ever since.
Through his comprehensive planning process, Lee takes the time to listen to what my goals and objective are and then creates solutions to best serve me, my family and my businesses. Lee brings with him his team of professionals to provide some of the greatest advice in tax and planning in the country. I highly recommend Lee Odgers to any business owner looking for added value and advice.
We have been clients of Lee Odgers for a year and a half and have been impressed with his professionalism and very personable manner. He is always well-informed about the products he offers and has had a keen interest in providing the most suitable services to meet our needs. He is diligent, reliable and respectful and we would have no hesitation in recommending him as an investment/insurance advisor.
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.
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