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About Us

WELCOME TO CLEARPEAK

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.

With a focus on business owners and professionals, our goal is to remove stress and uncertainty around money, replacing it with a sense of organization, security, and empowerment for you and your employees.

For over 20 years, we’ve designed flexible, customized group benefit programs that help businesses attract and retain top talent. We want your employees to genuinely love their benefits plan—and we support them on an individual level so they feel informed, confident, and equipped to make the best decisions for their health, wealth, and future.

Dane Ozorio, B.Econ, CFP, CHS, CLU

President, ClearPeak Financial Corporation

Growing up in a family deeply rooted in the financial services world, the industry became part of my life long before I ever made it a career. I spent my youth listening to conversations about clients, problem-solving, and navigating the unexpected challenges life throws at people. Over time, I realized that everyone faces both predictable milestones and sudden curveballs — and that having someone in your corner during those moments can make all the difference.

What drew me into this profession wasn’t spreadsheets or products — it was people. I genuinely love meeting new clients, hearing their stories, and understanding their businesses and families. My role goes far beyond numbers. I’m there as a sounding board, a voice of reason, or sometimes just someone to listen. The relationships I build with clients are what motivate me every day, and I take pride in being someone they can count on through all of life’s seasons.

Licensed in 2005, I graduated from the University of Calgary in 2009 with a bachelor’s degree in Economics with Distinction. I have earned the Certified Health Insurance Specialist (CHS), Certified Financial Planner (CFP), Registered Retirement Consultant (RRC), and Chartered Life Underwriter (CLU) designations. In 2015, I was honoured with the Leslie W. Dunstall Memorial Award for achieving the highest CLU exam mark in Alberta.

Outside of work, music has always played a huge role in my life — I’ve been playing guitar and singing since I was young. I’m a big fan of winter and spend as much time as possible snowboarding, sledding and playing hockey on the lake. Summers are for camping, golf, and enjoying the outdoors.  But above all, I’m a husband and father of two, and time with my family is what matters most.