1404791 BC Ltd
LADYSMITH, BRITISH COLUMBIA
I would like to acknowledge that we are on the traditional and unceded territory of the Coast Salish Peoples, the traditional territory of the Stz’uminus First Nation.
Orca Wealth and Insurance Services is based in beautiful Ladysmith, British Columbia
Success leaves Clues!
Wealth accumulation is a journey. We would like to be a part of this journey and help save you money and taxes along the way. We begin the journey by getting to know each other and seeing if we are a good fit to grow together. The “Personal Viewpoint Questionnaire”.
Financial planning from your point of view.
And from here, we will share with you what other successful people are doing.
Click below to start our journey.
Financial planning is taking the time to view your future.
Most people spend more time planning a vacation than they do their financial future.
It is that simple.
"From the start, Dave has been courteous, friendly and patient in answering all of our questions. He is very knowledgeable and has provided us with great advice and options on how to maximize our coverage while keeping the prices affordable for us. We wouldn’t hesitate to recommend him.” - R. & V. Landa
The Anderson Family
I started working with Dave nearly 30 years ago. During that time, Dave has provided advice on budgeting, insurance, investments, and sometimes life in general! Dave now works with all members of our family. After 30 years we are all satisfied clients!! Sincerely, Mark, Helena, Tainn, and Jared Anderson
Retired artist
"Dave has been my financial advisor for 8 years now. He has been knowledgeable, honest, kind, and patient, and I have trusted him completely to manage my investments. The goals that he and I set have been met despite these past few difficult years. I would highly recommend him." Kelly Taylor February 2023
Retired and living life
My wife and I have invested with Dave for over thirty years. There are not enough words to tell you how wonderful he has been, not only as an advisor but as a friend. He listens to what our goals and needs are and guides us in the right direction, with knowledge, care, and patience. We have never been disappointed. We are so grateful that he came into our lives. He is honestly the best. Thank you, Dave! Larry and Helga Halischuk
In memory
Dave shows concern for his customers by recommending insurance products to protect their well-being in case of an accident or illness. For this reason, I recommend Dave for your insurance needs. - Lorraine Gagnon - September 2015
President
I met and sat with Dave for the first time in 1987, and since that first meeting, Dave has managed my family finances. Dave has instilled confidence in my investing choices always reviewing fund pros and cons. The diversity in our portfolio has proven invaluable, especially in times of market corrections. Dave has watched my kids grow into young adults and now guides their investment choices. As a business owner, the value of using an Independent Broker to build an employee benefits package with Dave has helped us mitigate costs while still providing coverage for our employees and their loved ones.Clem Fraser - President Trident Manufacturing
Controler
It has been a pleasure for us at Creative Woodcraft to work with Dave over the past three years. His knowledge and prompt service has been exemplary. Being an independent broker has kept us with the best value for our employees. He has introduced us to the Private Health Spending account and saved us money on increasing premiums. We think of Dave as one of our team as the company continues to grow. Thanks Dave!
GOAT
Managing Partner Active Solutions PhysioTherapy
Rich and his family have been long-time clients for investment, tax planning, and disability protection. Living an active lifestyle, and having a young family protecting their future was important to them. No Duh? Rich promises to bring me a story to put here when they return from an adventure in the Philippines.
Val and Ryan Landa
Awesome people