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 funds when you need them 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 engage you when planning so you are in control, helping you 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 allows him to take a holistic approach to your planning objectives.
We ensure all of your existing insurance is 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 value most.
THE STRATEGIC VIEW PROCESS
We listen to your objectives and concerns
We gather information and conduct an in-depth analysis
We identify gaps, look for opportunities and develop a strategy
We conduct timely reviews and updates
We review your legal agreements (shareholder, will and power of attorney)
We make customized recommendations