About Us
At Alta Vista we are all about helping business owners take care of their families and their employees.
Through a proven discovery process we are helping our clients discernwhat matters most and why those things are most important. As vision and values come into focus, a higher level of clarity allows them to connect to goals that can actually be achieved!
We believe that goals are most often achieved when deeply rooted in purpose ...
At Alta Vista we do our best work with small business owners and individuals who place high value in a trusted advisor to help analyze and gain perspective on their current situation. Once perspective is clarified, it becomes easier to connect with a motivating purpose for action.
Our aim is to see our clients realize their dreams. Our vision is to help them get there on purpose. It is the, 'so that' questions that define the outcomes of planning with purpose. At Alta Vista we care deeply about seeing our clients reach their goals.
Gain perspective. Clarify purpose.
Take action and stay on course with people who care!
At Alta Vista Planning Partners, our qualified professional team will partner with you to understand the scope of your business and individual situation. We will work together with you to determine the best recommendations and strategies for your business. Whether you are a small business owner, a self-employed entrepreneur or an individual, we are here to help. Life and health insurance, investment planning and retirement income planning.
Employee Benefit Plans, Payroll Savings and Group RRSP's. Life Insurance, Disability and Critical Illness Insurance, Investment Planning, Tax and Estate Planning.
Alta Vista is also the exclusive provider of the Chambers of Commerce Group Insurance Plan! For more information watch this video or visit www.chamberplan.ca
Business Planning Solutions
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As an insurance broker, we can offer you unbiased advice for all of your business insurance needs.
We have access to the products and services for all of the top ranked life and health insurance companies in Canada. Through a disciplined planning approach, a specialist at Alta Vista will help you select the right solutions for your budget and risk management requirements. Alta Vista Planning Partners is your guide to the sometimes complicated and confusing concepts and products available in the marketplace. We're just a call away and we are here to partner with you to help you achieve what is important to you! Contact us today to learn more about how we can help! |
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• Disability Insurance - Protect yourself and your key employees from the financial impact of a long term disability. Your disability insurance will provide income in place of your salary until you are on your feet again.
• Corporate Life Insurance and Succession Planning - We have helped many business owners and professional corporations with tax effective life and health insurance strategies that will stand the test of time and a changing business landscape. Let us assist you by providing options for a more secure future for your business and those you love, through thoughtful planning and caring advice.
Individual Insurance Coverage
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As an insurance broker, we can offer you unbiased advice for all of your insurance needs.
We have access to the products and services for all of the top ranked life and health insurance companies in Canada. Through a disciplined planning approach, a specialist at Alta Vista will help you select the right solutions for your budget and risk management requirements. ? Let Alta Vista Planning Partners be your guide to the sometimes complicated and confusing options. We're just a call away and committed to serving you! Contact us today |
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Personal Life Insurance - Cost effective Term and Permanent Life Insurance solutions.
Disability Coverage - Income replacement when you need it most due to an accident or sickness. Explore the peace of mind that is possible when you know you are protected from the financial impact from a loss of income due to a long term disability.
Mortgage Life Insurance Protection - Every homeowner should have this kind of insurance. With premiums through your bank, your coverage amount stays the same, even though your mortgage decreases. Personal Mortgage Insurance lets you choose your premium, and your beneficiary.
Critical Illness Protection - Choose critical illness coverage to help you meet the financial demands that often accompany a significant health change. A lump sum amount paid in the event of a covered illness - that lets you focus on getting better!
Legal and Tax advice from trusted local referrals or a monthly membership that retains the services of one of the oldest legal firms in Canada!
Group Employee Benefits Insurance
While you're taking care of business, who's taking care of you?
What you need to do:
What we will do: This is a no-charge, no obligation service.Let us do the work for you, so you can get back to your business!
Insurers We Represent - Best Products for the Best Price.
We work with the top insurers in Canada, to ensure you receive the best product for the best price.We are also committed to working with you, from setting up your coverage, to helping you administer your insurance or benefit plan.
