Strategy Wealth Advisors

Providing insurance solutions for tax, estate and succession planning for high net worth Canadian families.

Protect Your Wealth

Strategy Wealth Advisors assists clients in maximizing and protecting their wealth from taxation, both personally and corporately, from inception to retirement. Our strategies are designed to help create and protect wealth and ultimately transfer to beneficiaries and charities accumulated wealth on a tax efficient basis.

Insurance-based Strategies

Strategy Wealth Advisors' insurance-based strategies permit our clients to reduce current tax, increase retirement income and increase charitable donations. Increased wealth while being combined with efficient succession strategies.

Enhance Your Financial Team

Our experienced insurance, legal and accounting teams are experts on tax and estate-related issues. We work with your current financial advisors to coordinate tax and wealth accumulation strategies that maximize financial security and freedom for you to enjoy your success.

Team

Darren J. Lee

President

Darren J. Lee Darren’s role as President, 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 create 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 twenty two years of industry experience.

Ben Harries

LL.B, LL.M, TEP

Ben Harries Ben is a Lawyer and Trust and Estate Practitioner specializing ininsurance 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.

Mel Majeau

CA, TEP

Mel Majeau Mel is a Chartered Accountant and Trust and Estate Practitioner with seasoned tax expertise and in depth knowledge of life insurance solutions. A partner in Edmonton firms of PricewaterhouseCoopers and predecessors for 30 years, he specializes in tax and insurance planning for private corporations and their shareholders, estate and succession planning and corporate reorganizations. Mel is a member of the Institutes of Chartered Accountants of Alberta and British Columbia and is a member of the Society of Trust and Estate Practitioners. A former governor of the Canadian Tax Foundation, he has completed a number of specialized In-depth Tax Courses of the Institute of Chartered Accountants.

Ross Young

CA, CFP

Ross Young Ross is a Chartered Accountant and Certified Financial Planner specializing in tax and estate planning with a focus on charitable gifting and foundations. Ross received his CA designation in 1995 while at a major national accounting firm and his CFP designation in 1999. He subsequently completed the In-Depth Tax Course of the Institute of Chartered Accountants. Ross has authored course material and provided instruction to chartered accountants on estate planning and advanced insurance strategies for the Institute of Chartered Accountants in Calgary, Edmonton, Regina and Vancouver. Ross currently serves on the National Board of the Canadian Association of Gift Planners.

Services

Option 1 - Basic

Discovery Process with advisor and client
Survey and pricing for all major insurance carriers in Canadian market
Strategy Blueprint to client and advisors outlining relevant insurance related tax and estate planning strategies
Oversight and administration of all policy medical and financial underwriting
Placement and maintenance of policy
Annual review

Option 2 - Implementation

All features of Option 1, plus
Strategy Blueprint with detailed technical analysis
Detailed memorandums with all related legal and accounting strategy considerations to advisors
Implementation with advisors – Strategy Wealth Advisors will pay all your strategy implementation related accounting and legal fees

Option 3 - Verification

All features of Option 1 and Option 2, plus
Strategy Wealth Advisors will provide a third party legal opinion on any strategy for implementation from a Law Firm specifically for the client and their advisors

Testimonials

Strategy Wealth Advisors presented me with insurance based estate planning solutions customized to my needs and objectives. Their knowledge of financial service products and tax strategies is amongst the best in the profession and I recommend their expertise.
Joe Klassen, President
Klass Mechanical Ltd.

I have used Strategy Wealth Advisors as part of my long term planning. Using their expertise on the structuring of business holdings as well as providing advice on tax and estate planning, gives me great confidence in my future planning. I encourage anyone to take advantage of their services.
Trent Storek, President
Techmate Contracting Ltd.

Strategy Wealth Advisors has provided insurance based tax and estate planning solutions for us; their professional backgrounds and expertise enables them to deliver a higher level of professional advice regarding tax and insurance strategies. I highly recommend their services.
Ray Gertz, President
ASM Industries

The team at Strategy Wealth Advisors worked closely with my CA in developing a wealth management plan for my company as well as my family. Their excellent professional service is unparalleled in my experience.
Todd Patterson, President
Ridgerock Digital Ltd.

As a CA, I was impressed with the Strategy Wealth Advisors’ knowledge of tax and estate planning and charitable strategies. They provide a high level of expertise and recommend their services.
Arif Amlani, CA

The team at Strategy Wealth Advisors outlined an insured based tax planning strategy for my estate plan. I described their recommendations as a “no brainer” for shareholders, business owners and investors
Kenneth Engler, CA

The team at Strategy Wealth Advisors worked with us to help structure the insurance component of our Unanimous Shareholder’s Agreement with in-depth tax and estate planning. They efficiently outlined the different methods of structuring the agreement and the tax implications of our choices. They properly addressed our business succession requirements with the highest professional standards. I highly recommend their services.
Ken Fritzke, CMA