We solve financial problems so our clients can retire with confidence. Through strong partnerships with leading insurance providers, portfolio managers, and private wealth specialists, we implement advanced insurance strategies and disciplined investment approaches that help you make decisions with clarity and intention. Our clients are supported by a coordinated team of experts—creating an elevated, boutique-level experience you won’t find at the banks.
We work with nearly every company in Canada and stay informed on product innovations, ensuring you always get the best products at the best rates.
By investing in a group benefits program – not only does it help attract and retain the employees you want – it can also..
Proper insurance coverage is a vital component to any security plan. We quote every insurer in Canada on a single report…
Whether it’s saving for your child’s education, planning a vacation, building a nest egg for retirement, we work with specialists…
If you’re like most people, your financial planning energy is focused on your day-to-day finances…
77% of Canadians believe that investing is essential to achieving long-term financial goals.
(Source: Ipsos)
Only 34% of Canadians feel confident in their investment knowledge, highlighting the need for professional advice.
(Source: BMO Wealth Management)
53% of Canadians are worried they won’t have enough savings to retire comfortably.
(Source: FP Canada)
62% of Canadians feel less stressed about their finances when they have a solid investment strategy.
(Source: CIBC Financial Confidence Poll)
We pride ourselves on being by your side every step of the way and building relationships that last a lifetime.
“Dane’s team is professional and efficient. They are a company that cares about people. The programs are clearly communicated and easy to understand. I would highly recommend Dane and his team for any sized company”
“I had the pleasure of working with Dane Ozorio to set up a disability insurance plan and it couldn’t have been easier. He was extremely thorough and had my best interest in mind when recommending other policies that could be beneficial for me and my family. I would not hesitate to contact Dane for any other services required in the future.”
“Dane has given us nothing but confidence when it comes to our Health Spending Account plan. We’ve been using him for years and the product fits with our company and team. We’d recommend Dane any day of the week.”
“Dane is responsive, knowledgeable and always available to answer questions whether they’re complex or simple. I wouldn’t hesitate to recommend Dane as an Advisor to any of my friends or family”
“Dane has provided consistent exceptional service throughout the past three years that we have worked with him and his team. Always quick to step up and provide support, we are grateful to have a trustworthy, knowledgeable, and responsive partner in the often-complex environment of benefit provision.”
“Dane manages our investments. We had several issues with transferring our pensions from the UK and had difficulty finding someone who could help. Once we found Dane, he was able to work with the regulators and got everything sorted out for us. He is a lovely person, very approachable and down to earth and is happy to explain ‘Financial Terminology’ in simple terms. We appreciated that so much. Thanks Dane!”
Through strategic partnerships, we work with specialists in several fields to find the best solutions for your unique challenges. Every single time.
If you’re like most people, your financial planning energy is focused on your day-to-day finances…
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