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.