Protection When You Need it Most

Educating Businesses & Families
in Risk Management Strategies

PROTECTING YOU & YOUR BUSINESS

Nowadays, business owners and professionals are inundated with information and options around insurance products and services. More care needs to be taken by advisors to better understand client needs before appropriate risk management recommendations can be made.

 

No matter the size or nature of your business, we ensure it is properly protected now and into the future so you have money when you need it the most.

WHY CHOOSE STRATEGIC VIEW FINANCIAL

  • Our specialized focus in risk management strategies allows us to make optimal recommendations, helping you achieve your protection goals.

  • We educate you when planning so you feel in control and can make well-informed decisions.

  • We source products from an array of companies ensuring the most viable, cost effective solutions.

  • Founder, Adam Gabrysz has taken the time to secure both his Chartered Life Underwriter designation and Certified Financial Planner designation, which helps him make the most informed recommendations.

  • With our assistance, you will be in control and well informed throughout the process.

  • We help you purchase the right insurance. In addition, we ensure all of your existing insurance is be properly aligned with any current or suggested legal agreements.

  • We bring issues to your attention that you may not have considered or been aware of without our expertise and knowledge.

  • We are persistent in making sure your needs are being looked after in a timely manner.

  • We help you achieve enhanced confidence and a more worry free life by protecting what you have.

THE STRATEGIC VIEW PROCESS

We listen to your issues, concerns and financial goals

We gather information and conduct an in-depth analysis

We identify gaps in your strategy and identify opportunities

We conduct timely reviews and updates when required

We review your legal agreements (shareholder, will and power of attorney)

We make knowledgeable recommendations through educating you

NEWS & ANNOUNCEMENTS

July 16, 2019, Insurance Premiums: Canadians have different concerns and beliefs about home and auto insurance depending on where in the country they reside. Click here for article.

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The information provided on this website is intended for informational purposes only and is not intended to constitute financial, accounting, legal or tax advice. Many factors unknown to us may affect the applicability of any statement or comment that we make on our website to your particular circumstances. You should consult directly with us, or your other advisors before acting on any information on this website.

Facts and information provided on this website are believed to be accurate at the time they are posted. Changes may be made at any time to the information on this website without prior notice.

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