Darren Lee   FEA  Partner, Co-Founder, President

Darren Lee

FEA

Partner, Co-Founder, President

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 six years of industry experience.

Darren is a Family Enterprise Advisor™ and member of the Family Enterprise Xchange (FEX). He is also a voting member of the Insurance Council of BC.

email: dlee@strategyadvisors.ca
tel: 604.800.9852


  Ben Harries   LL.B., LL.M., TEP  Partner, Co-Founder

Ben Harries

LL.B., LL.M., TEP

Partner, Co-Founder

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.

email: bharries@strategyadvisors.ca
tel: 604.800.9242


  Kim McCurley    Client Relations Manager

Kim McCurley

Client Relations Manager

Kim is an integral part of the Strategy Wealth Advisors team. She is responsible for coordinating our Tax and Estate Planning Partners to meet with our valued advisors and their clients. Kim also works closely with our clients to ensure a positive experience as they progress through the Underwriting stage within our iNSURIS Program™. 

Kim has been in the financial services industry for 15 years and her career has taken her from top companies such as TD Bank, Investors Group and HSBC Bank. Kim has been with Strategy Wealth Advisors since inception.

Her other full time job as mother to her three children has been her most rewarding and challenging position to date.

email: kmccurley@strategyadvisors.ca
tel: 604.800.9853


  Nikki Lee   Client Services Manager

Nikki Lee

Client Services Manager

Nikki’s role and responsibilities at Strategy Wealth Advisors are to work with our clients during the Navigator and Optimizer stages of the iNSURIS Program™. She assists our valued clients as they progress through the Strategy Navigator stage with application completion and medical requirements collection. Nikki plays a pivotal role as our communication lead with the insurance carriers and our MGA. In the Optimizer stage, Nikki works with our tax team to provide exceptional client and policy service to our clients and their valued advisors well after implementation. Nikki brings nineteen years of experience in customer service, sales, marketing and management to Strategy Wealth Advisors.

Outside of work, she leads a very active life with her husband and young son. She has also traveled the world widely.

email: nlee@strategyadvisors.ca
tel: 604.800.9854


  Clayton Bolton   CPA, CA, TEP  Senior Manager, Tax & Estate Planning

Clayton Bolton

CPA, CA, TEP

Senior Manager, Tax & Estate Planning

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 the community, Clayton volunteers with Big Brothers of Greater Vancouver. In his free time, you can find him enjoying the outdoors - sailing, hiking, skiing or kite-boarding. 

email: cbolton@strategyadvisors.ca
tel: 604.800.9213