Financial freedom is within view

At BensonView Private Wealth, we help individuals and families create clarity and confidence in their financial lives. By offering personalized wealth strategies, retirement planning, and investment guidance, our clients are empowered to protect what they’ve built, achieve their goals, and enjoy peace of mind at every stage of life.

freedom

Financial freedom doesn't have to be complicated. Let us set you up with a legacy of wealth that lasts for generations!

Founder, BensonView Private Wealth, Coralee Katzberg, CFP®

YOUR CARING FINANCIAL PLANNER

Meet Coralee Katzberg

Coralee is a trusted Certified Financial Planner recognized for her energy, integrity, and genuine care for her clients. With a thoughtful and intuitive approach, she takes the time to truly understand each client’s unique goals and challenges, guiding them with clarity, compassion, and confidence. Coralee finds deep fulfillment in helping people create financial strategies that not only protect their future but also empower them to live with greater freedom and peace of mind.

client success stories

Discover What's Possible With BensonView On Your Side!

Real Results, Real Stories – See how our financial strategies have helped families, business owners, and retirees achieve their goals with confidence.

Learn how we helped a client gain clarity on whether their rental properties, pension, CPP, OAS, and investments could support the retirement lifestyle they envisioned.
Learn how we helped a recent graduate balance student debt, savings, and income by leveraging the FHSA and RRSP Home Buyers’ Plan to strategically prepare for their first home purchase.
Learn how we helped a franchise association implement a flexible benefits plan that balanced individual franchise needs with the collective buying power of the entire network.

services

our services

What Can BensonView Do For You?

Comprehensive Financial Planning

A clear roadmap that integrates all areas of your finances so you can reach your goals with confidence.

Retirement Planning & Goal Setting

Customized plans that ensure you can enjoy financial independence and security throughout your retirement years.

Insurance & Risk Management

Protection for you, your family, and your business so life’s uncertainties don’t derail your plans.

Intergenerational Wealth Transfer

Guidance to preserve family harmony and ensure your legacy provides lasting benefits for loved ones.

Investments & Asset Management

Thoughtful, disciplined strategies to grow and preserve your wealth in alignment with your risk tolerance and values.

Corporate Services & Group Benefits

Protect your business and support employees with tailored succession, benefits, and growth strategies.

Professional Affiliations

reviews

Reviews

What Our Clients Say

We love providing an high level of service and care for our clients!

"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."

I. C.

"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."

C. S.

"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."

G & P