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.
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.
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.
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.
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.
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.
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!
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