Chief Executive Officer/Founder
With over 17 years of Benefits & Insurance experience, our founder and CEO brings a wealth of industry knowledge to his client’s businesses and their families. Lee brings an extensive background in Employee Benefits, focused on funding models, administration and carrier alignment to ensure his client’s priorities and HR strategies are managed not only from day one, but as the organizations needs change or evolve. Lee’s top priority is the care and sustainability of his client relationships.
The recipient of numerous national awards, Lee was most proud to be recognized with the Jim Fenrich Award in 2015 by the Chambers of Commerce Group Insurance Plan. As one of Canada’s top Chamber Plan advisors, he is proud to be a part of a small, very elite group of benefits advisors in Canada.
In 2018 Lee proudly expanded his firm to include a BC location to support businesses throughout Western Canada and has armed his team with the ability to provide centralized care for clients in multiple locations. Partnered with some of Canada’s Largest Insurance entities allows for his team to offer a unique economy of scale and access to multiple solutions for his valued clients.
- Top 100 Chamber Plan Advisors in Canada (15 times)
- Top 20 Chamber Plan Advisors in Western Canada (12 times)
- National Net Growth award
- Western Canada Top Producer
- National Persistency Award
- Jim Fenrich Award 2015
Life and Living Benefits Partner
Engineering insurance solutions for business owners and high income earners is Boda’s specialty. With a unique focus on creatively structuring insurance plans that protect financial lifestyles and the businesses his clients worked hard to build, Boda will also incorporate a tax efficient financial tool to offset costs for your business. Boda offers comfort to his clients by bringing a wealth of experience having worked specifically with business owners and executives to provide them with in depth risk planning solutions.
Boda understands the landscapes and loopholes to best serve his clients and provide the best solutions for his clients businesses. Throughout his thirteen years in the industry, Boda has qualified for numerous Leaders’ Recognition Conferences & awards. He was also the first advisor in Edmonton to qualify for the President’s Conference, which recognizes the top 5% of advisors in Canada. His insurance strategies can solve issues related to corporate passive income rules and assist with tax effective corporate wealth transfer solutions. Boda also offers solutions for:
- Funding buy/sell agreements or shareholder’s agreements
- Income protection for business owner’s and executive teams
- Tax sheltering for corporate and personal wealth
- Succession planning
- Insurance as a risk management tool and tax-shelter vehicle
- Key-person insurance
Client Services Team
Supporting you and your staff.
Our service team works to support our clients in any aspect to ensure they are well looked after. Benefits don’t have to be hard to understand, or use and we can help Plan Administrators and Staff members navigate through it all.
We can help with:
- Benefits Set-Up
- Coverage Details
- Claims Questions
- Plan Design Updates
- Employee Education
- Employee Enrolment & Termination
- Employee Assistance Programs
- Health Care & Wellness Spending Account Set up
- Administration Services Only (ASO) Qualification
- Large Claim Drug Solutions
Connect with out centralized service team and we’d be happy to help.