Strategically working together to strengthen client relationships.
Working in partnership for your financial success.
Darren Lee, FEA
Insurance and Estate Planning Specialist, Partner
Darren’s role as President of Strategy Wealth Advisors recognizes the specialized experience he brings to clients and their advisors. His proven track record of anticipating and identifying innovative solutions combined with his advanced insurance marketing expertise creates a great resource for shareholders of private corporations. Darren’s progressive understanding of insurance products, the underwriting process and the strategic use of life insurance in tax and estate planning is the result of over three decades of industry experience.
Darren is a Family Enterprise Advisor™ and a member of the Family Enterprise Xchange (FEX).
Ben Harries, LL.B., LL.M., TEP
Insurance and Estate Planning Specialist, Partner
Ben is a Lawyer and Trust and Estate Practitioner specializing in insurance strategies and estate planning. He completed both a Bachelor of Laws and Master of Laws at Cambridge University in England and was called to the Alberta Bar in 1997. Ben provides expert life insurance strategies for shareholders of privately held corporations, has authored course material and provided instruction to chartered accountants for the Institute of Chartered Accountants in Calgary, Edmonton, Regina and Vancouver. Ben is a member of the Society of Trust and Estate Practitioners and the Canadian Tax Foundation.
STRATEGIC ALLIANCE
Clayton Bolton, CPA, CA, TEP, CFP
BT Tax Advisory Inc.
Clayton is a Chartered Accountant and Trust and Estate Practitioner with expertise in corporate and personal tax-based insurance planning. He focuses on young professionals, private business owners, and agricultural clients. Clayton obtained a Bachelor of Commerce degree from UBC prior to articling with PwC where he focused on domestic and international taxation issues for private companies. Clayton has also completed the CICA’s In-Depth Tax Program and is a member of the Society of Trust and Estate Practitioners (STEP).
In his free time, you can find him enjoying the outdoors – sailing, hiking, skiing or kite-boarding.
