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


Vance LeCocq CPA, CA, TEP Tax Partner

Vance LeCocq

CPA, CA, TEP

Tax Partner

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. 

email: vlecocq@strategyadvisors.ca
tel: 587.800.1640


Dave Gillard Insurance & Estate Planning Advisor

Dave Gillard

Insurance & Estate Planning Advisor

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.

email: dgillard@strategyadvisors.ca
tel: 604.790.1350


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


Tracy Pangilinan Executive Assistant

Tracy Pangilinan

Executive Assistant

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.

email: tpangilinan@strategyadvisors.ca
tel: 604.800.0230


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


Karolina Dutour Tax and Administration Coordinator

Karolina Dutour

Tax and Administration Coordinator

Karolina is the center of communication for our Tax team within the iNSURIS Program. She organizes and coordinates the tax team as they work to create each client’s customized planning strategy. Upon implementation of the strategy, Karolina oversees the Annual Review process, maintaining the integrity of the strategy. 

Karolina completed her Criminal Justice Diploma from Langara College and eventually found that her passion lies in the financial industry. She is a licensed agent and has been helping clients and advisors implement insurance solutions for over 10 years.

In her spare time, Karolina loves spending time with her family, traveling and snowboarding.

email: kdutour@strategyadvisors.ca
tel: 604.800.9228


Timothy Yeung CMC Manager, Tax & Estate Planning

Timothy Yeung

CMC

Manager, Tax & Estate Planning

Timothy is a tax and estate planning professional with over 5 years of experience creating complex tax and estate structures for high net worth individuals. Timothy is a management consultant by trade, and he has extensive experience working on projects in the real estate, media, financial services, healthcare and pharmaceutical sectors.

Timothy obtained a Bachelor of Commerce (Accounting) degree from UBC and a Certificate in Advanced Market Research from Cornell University. Timothy is a Certified Management Consultant. He is currently working on his Trust and Estate Practitioner designation.

In his spare time, Timothy likes to volunteer, play racquet sports and go to business networking events. He is on the board of directors for a US 501(c) nonprofit and a BC nonprofit society in the area of social justice.

email: tyeung@strategyadvisors.ca
tel: 604.800.9854


Jennifer Loi Executive Assistant, Underwriting Administration

Jennifer Loi

Executive Assistant, Underwriting Administration

Jennifer is the hub of communication for Strategy Wealth Advisor’s Partners, Underwriting team and Tax team. She is responsible for coordinating and ensuring the smoothness of daily business at the office. As the Underwriting Administrator, she ensures that our valued clients’ personal and financial information is secure and complete. Her close working relationship with the insurance carriers allows for files to be processed in a timely manner.

Jennifer has a Bachelor of Arts in English Literature from UBC. In her spare time, she likes to read and sip coffee by a fire.

email: jloi@strategyadvisors.ca
tel: 604.262.8866