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Completed LLQP License British Columbia February 2025.
Graduated Finance Degree.
From University West Texas A & M 2023/2024.
Studied University of Miami 2022.
President and CEO Orca Wealth and Insurance Services.
Licensed and insured since 1987.
Independent Financial Advice Since 1987.
Dave entered the financial services industry in 1987 after taking Economics and Psychology at the University of Winnipeg. Always offering independent advice, he has been a senior advisor with The Berkshire Group, Vice President of Summit Insurance Services, and currently President and CEO of Orca Wealth and Insurance Services, he is supported by a team of administration, technical, and underwriting specialists whose teamwork and follow-through are setting new standards of service excellence in building lifetime relationships. Dave is known for coining the term "Core then explore" about creating a comprehensive and balanced investment portfolio or designing a sleek employee benefits package. The planning and design begin with a ten-minute "Personal Viewpoint" questionnaire.
This unique getting-to-know-each-other system will show us how to proceed. Dave has been introduced as a trusted family friend with a knack for simplifying important and complicated financial matters. He keeps it simple. After more than thirty years of serving friends and family, Dave has written a book "Selling Your Business " Selling your business became an Amazon #1 Best Seller in 2016. Whatever your stage of development, you will be thoroughly impressed! Dave Shortill is passionate about listening to your situation before prescribing solutions. His focus is on the family unit, business owners, and professionals.
He has maintained his private pilot licence since his teens and, together with his wife Heather and their dog Andrew, has become an avid sailor.
Dave is a founding member of the Westland Foundation in Winnipeg and a founding member and past president of the Winnipeg St. James Rotary Club. He is also a past president of the South Cowichan Chamber of Commerce and, more recently, served as a trustee for the Diamond Improvement District. From 2023 to 2026, Dave served as vice president of the Vancouver Island Raiders Football Club, including during the club’s 20th anniversary.
"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.
Practical insights to help you set goals, protect what matters most, invest wisely and plan for tomorrow — whether you’re in British Columbia, Manitoba or anywhere in Canada.
No more time to waste. Get informed, get confident, and take the next step toward your financial future.
Watch on YouTube → Hard Copy Manuscript
Val and Ryan Landa
Awesome people