“I believe that although the things we insure ourselves against; critical illness, death, long-term care can be scary, the conversation need not be. The reality is that not everyone needs every type of insurance they can access. An open dialogue about the likelihood and impact of these events with and without insurance is the right place to start.” Keith Leech
Services
context planning ltd. is a Vancouver based Financial Services firm focusing on insurance and risk management including:
Personal Insurance: Life, Disability, Critical Illness, Long-Term Care
Corporate Insurance: Buy-Sell, Key-Person, Employee Benefits
Our commitment is to providing innovative solutions to families and businesses in the context of their unique planning needs.
Keith Leech, CFP, CLU, CHS, CHFC
Keith is President of context planning ltd. and is an independent insurance advisor able to quote, source and place business with all the major companies in Canada’s insurance market. He works with personal and corporate clients on their risk management planning including life, disability, critical illness, long-term care insurance. Keith has over 20 years in the insurance industry and is a Certified Financial Planner, Chartered Life Underwriter, Certified Health Insurance Specialist and a Chartered Financial Consultant. Keith is also a sought after consultant and has spoken at events ranging from the World Critical Illness Conference to TEDX.
What others are saying
I have known Keith professionally and personally for over 15 years. I trust Keith with our family’s insurance planning and whole-heartedly endorse his knowledge but more importantly his integrity and approach. You will enjoy working with him.
Chris DiSalle, Managing Partner (former), CMO
Hub Financial Inc.
I was introduced to Keith as a potential advisor many years ago. Since then, I have been delighted to get to know Keith personally and have continued to partner with him on our family and business insurance planning. I strongly recommend his knowledge and his style.
Darryl Condon, Principal, Hughes Condon Marler Architects
“Hi Keith, A good pal of mine is looking to explore his insurance options. Naturally I thought of you and based on our years of working together, I am delighted to recommend you. If he had asked me to recommend a decent hockey player it would have been a different story :)” –Seán
Seán Heather, Owner, Heather Hospitality Group
Contact
214-3823 Henning Drive
Burnaby, BC V5C 6P3
604.714.0007
kleech@contextplanning.com
info@contextplanning.com
Consulting
Keith consults with and speaks for companies on best communication and sales practices for delivering their messages. Keith has spoken at events ranging from TEDX through to the World Critical Illness Conference.