Saving nice people money since 1987

Orca Wealth and Insurance Services

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.

WELCOME

Take your 10-minute financial check-up today and put your financial future in order

Orca Wealth and Insurance Services is based in beautiful Ladysmith, British Columbia

Pension Transfer

Canada Pension Plan

Old Age Security

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.

Investment Managers

OUR SERVICES

Take control of your future

Financial planning is taking the time to view your future.

Together we will paint a picture of your financial future and design the life you desire, rather than arrive and see what happens
 

Most people spend more time planning a vacation than they do their financial future.

It is that simple.

INSURANCE

We search the Canadian marketplace to find the best price or product for your age, sex, and health. Offering Life Insurance, Disability Insurance, Critical Illness Insurance, and Employee Benefits tailored to your needs.

SAVINGS

Guaranteed Investment Funds (Segregated Funds) offer equity, bond, and index investments with a guaranteed minimum value at maturity or death. They provide financial security, plus significant benefits in cases of death or bankruptcy.

ADVICE

What does success mean to you? Do you know how long your money will last in retirement? Would you rather leave your wealth to your family or Revenue Canada? A Will and Power of Attorney ensure your legacy
we can help.

Val and Ryan Landa
    Val and Ryan Landa

    Awesome people

    "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

    Mark Anderson
      Mark Anderson

      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

      Kelly Taylor
        Kelly Taylor

        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

        Helga and Larry Halischuk
          Helga and Larry Halischuk

          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

          Lorraine Gagnon
            Lorraine Gagnon

            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

            Clem Fraser
              Clem Fraser

              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

              Alicia Atkinson
                Alicia Atkinson

                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!

                Andrew Harris
                  Andrew Harris

                  GOAT

                  Richard Huggins
                    Richard Huggins

                    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.

                    TESTIMONIALS

                    What Our Clients Say About Us

                    Our clients trust us for exceptional quality, reliability, and results!

                    4 TIPS FOR BUYING LIFE INSURANCE

                    Most of us need life insurance at some point in our lives. But don't buy a policy just because you heard it was a good idea. Life insurance is designed to provide your family with financial security in case you, your spouse, or a business partner pass away.

                    Life insurance can help pay off your mortgage, help with college expenses, help fund your retirement, help with estate planning or buy out a business partner. If you have loved ones who depend on your income for support, you should strongly consider getting life insurance. Also, the younger you are, the less expensive life insurance will be, so even if you don't have an immediate need you may want to consider purchasing a "starter" policy for the future.

                    Insurance Companies

                    4.9
                    Based on 8 reviews
                    powered by Google
                    Larry Halischuk
                    18:02 19 Sep 23
                    My wife and I have invested with Dave for over thirty years. There's not enough words to tell you how wonderful he has been, not only as an advisor but 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!
                    John Kollman
                    04:48 15 Feb 23
                    Kelly Taylor
                    23:33 07 Feb 23
                    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.
                    Kayla Balfour
                    17:17 20 Jul 21
                    I have always felt intimidated about investing and saving money. Simply talking to Dave, I felt welcomed and heard. I left feeling confident that even someone like me can do well! I'm looking forward to working with you and seeing my investments work for me!
                    Kristine Geldart
                    17:59 08 Jun 21
                    Dave is a caring and trustworthy professional who only has your best interest at heart. He is interested only in helping to increase your wealth and will manage it with great care. As a mortgage broker, I have no problem referring my clients to him. We are all in good hands with Dave!
                    graham mcgee
                    00:15 02 May 19
                    Lorraine Gagnon
                    04:33 02 Sep 15
                    Dave is shows concern for his customers by recommending insurance products to protect their well being in case of accident or illness. For this reason I recommend Dave for your insurance needs.
                    Heather Shortill
                    20:32 01 Sep 15
                    Dave is a great resource and is very knowledgeable about insurance and investments. His friendly attitude and pleasant demeanor make him a pleasure to work with. He has helped me get my finances in order and I am happy to recommend him to friends and family.