“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”

• Sandi Christensen

  Owner, Goodmen Roofing Calgary Ltd.

“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.”

• James Haxton

  President, Heritage Pointe Chiropractic and Massage

“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.”

• Chris Haynes

  President, Gratisites

“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”

• Jameel Keshavjee

  Management Consultant

“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.”

• Shauna Kadyschuk

  Plan Administrator, Fishbone Analytics Inc.

“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!”

• Donna Fleming

  Registered Nurse