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.
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.
Vance focuses on taxation to help continue to build the relationship between the preferred advisors of successful private business owners and high net worth individuals.
Previously, Vance was a partner of a national chartered accounting firm where he led the privately held business and high net worth area of the tax practice and was known for bringing a creative yet practical approach to various situations including transaction based matters (i.e. buying and selling business/assets, succession and estate planning matters, strategies using trusts, and overall tax minimization strategies).
Soon after obtaining his Chartered Accountant (CA) designation he completed the CICA In-Depth Tax Course and practiced full time in tax since 1998. Vance is also a member of the Society of Trust and Estate Practitioners (STEP), the Canadian Tax Foundation and an associate member of the Conference for Advanced Life Underwriting. He is currently the chairperson of the Calgary Branch of STEP and a member of the STEP Canada Board of Directors.
Dave has over ten years of industry experience specializing in wealth management strategies and estate planning for private corporations and their shareholders. His goal, with all his clients, is to deliver and support innovative financial strategies to meet the unique needs of each client. Dave’s deep understanding of insurance products and their applications create structures which bring tremendous value to clients and their advisors.
Outside of the financial world, Dave is a father and a husband of a very active family. From surfing in San Diego to cycling and skiing in Vancouver, Dave enjoys all the west coast has to offer.
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.
Tracy works closely with our partners. She is responsible for coordinating the operation of the office logistics, ensuring the completion of special projects, coordination of travel, and other administration of daily business.
Prior to joining Strategy Wealth Advisors, Tracy has had experience in sales and customer relations.
Tracy completed her diploma in Marketing at BCIT. During her spare time, she likes to travel.
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.