Welcome!
Benson View Private Wealth is a financial advisory firm that is committed to values that truly matter. Our core philosophy is the belief in the power of connection, with our clients and with our community. Fueled by a deep sense of internal gratitude and a drive for excellence in all we do.
Our passion is people
Investment Representative
Co-Founder
Office: | 250-797-6417 |
Cell: | 250-797-6417 |
Coralee Katzberg is a highly accomplished financial advisor, known for her energy and positivity. She approaches her work with sensitivity and grace, always striving to understand the unique needs of her clients. Coralee truly feels fulfilled by helping others and takes great pride in the positive impact she has on their lives.
In addition to her professional success, Coralee also places great importance on personal growth and self-awareness. She believes that trusting in oneself and not allowing uncertainty to hold one back is crucial for achieving one's goals. To maintain balance and well-being, Coralee makes a point to appreciate nature and takes time to enjoy the beauty of the world around her. Her approach to life is one of positivity, grace, and determination, making her a respected and highly sought-after advisor by business owners, professionals, and families across the island.
Kelsey Arnold is a dedicated senior support associate at Benson View, working with both individual and group benefits clients. She has been with Coralee Katzberg since her entry into the business, prior to the creation of Benson View Private Wealth.
With a background in finance and a passion for growth and stability, Kelsey is known for her clear explanations of complex concepts and commitment to client satisfaction.
Kelsey’s positive attitude and enthusiasm for her work makes her a valuable member of the team. Her hard work and determination are key values that firmly align with the core values of Benson View Private Wealth.
Jessica brings a unique blend of business savvy and creative storytelling to our team. A graduate of Vancouver Island University with a BA in Business and English, she manages our social media presence, ensuring our clients stay informed and engaged. Her keen eye for detail and passion for communication also shine through in our marketing campaigns, where she helps bring fresh ideas to life.
When she's not crafting content, Jessica can be found exploring the beautiful island we call home. Whether hiking scenic trails or discovering hidden gems, she loves making the most of everything Vancouver Island has to offer.
We’re excited to start a dialogue, learn about you, and co-create a plan that helps you on the road to success!
In memoriam
In Loving Memory of Lee Odgers - a man who loved his life, his career, adventures, and most of all, his family and friends.
Lee Warren Odgers - February 3, 1969 - January 28, 2024.
Lee leaves behind his soulmate and loving wife Kim, parents Bud and Nadine, children Brianna and Dylan, step-daughter Josie, sister Mahri (Rob), brother Jamie (Tara), niece Elle and Nicola, nephews Daniel, Matthew, and Jack.
Lee was born and raised in Nanaimo. He graduated from NDSS in 1987 and graduated with a Bachelor of Arts degree from the University of British Columbia in 1991.
Lee loved music and worked at Ferguson Music, the family business for many years. He later became a Certified Financial Planner (CFP) and built a successful practice with Freedom 55 Financial (Canada Life). A few years ago he partnered up with Coralee Katzberg under Benson View Private Wealth. Throughout his career, Lee was recognized by his colleagues for his leadership and excellence in the business.
Lee generously gave his time and energy to all those he touched, and he will always be remembered for the impact he had on his friends, family, and colleagues. Among Lee’s many community service contributions, he was a member of the Nanaimo Serauxman Club as well as a leader and advocate for the Juvenile Diabetes Research Foundation (JRDF).
Lee was a genuine friend to everyone, a mentor to many, and a joyful inspiration to be around. He was an exceptional person with a zest for life, a passion for personal development, and a very long bucket list that he was actively checking off. He was a very fun and funny man that touched so many with his kind and generous spirit.
In lieu of flowers, donations to the Juvenile Diabetes Research Foundation are appreciated. https://www.jdrf.ca/give/
A Lee Odgers Memorial Scholarship has also been established with the Nanaimo Ladysmith Schools Foundation. https://www.canadahelps.org/en/dn/24199
A celebration of life was held at the Beban Park Social Centre in Nanaimo.
Always loved, never forgotten... Until we meet again.