Contact me at Freedom 55 Financial
Kelsey Arnold, Coralee Katzberg, Lee Odgers (in memoriam)

Benson View Private Wealth

Life experiences. Financial security. Lasting family legacy

Benson View Private Wealth implements a consistent process that shows our clients they are the centre of our business.

Make Saving Simple

Setting up automatic, pre-authorized chequing (PAC) contributions can make saving simple and potentially help you reach your long-term investment goals sooner.

Our Services

Personal Coverage

No matter what your age, having the right personal and family coverage is essential to your financial security. We help safeguard your future plans and protect your current lifestyle. Learn more about your personal coverage options.

Business Ownership

Your personal wealth depends on the success of your business. If your business is your life then you need a financial planner who understands both. Learn how Benson View can help your business.

Retirement Strategies

Our planning process turns the challenge of transitioning into a new phase of life into an opportunity. A prosperous retirement is always part of the plan, regardless of when we start working together. Learn more about retirement strategies.

Contact us at Benson View in Nanaimo, BC

Ready to Secure Your Financial Future?

If you are looking to partner with people who understand what is important to you then let’s connect.

Client Testimonials

Our clients have great things to say about us.

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!

Nadine & Andre

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.

Paul and Geordana

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.

Morgan Carey