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Alta Vista Planning Partners

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Alta Vista Planning Partners
Dana R. Osburn CFP
359 West St. N, 2nd Floor
Orillia, Ontario L3V 5E5

1-888-942-2396 | toll-free
705-327-0313 | phone
705-327-0314 | fax

  Click here to email us
Payment Methods
Please call us for our payment methods.
Hours of Operation
Monday:8:30 am - 5:00 pm
Tuesday:8:30 am - 5:00 pm
Wednesday:8:30 am - 5:00 pm
Thursday:8:30 am - 5:00 pm
Friday:8:30 am - 5:00 pm
Saturday:Closed
Sunday:Closed
Our Memberships
Alta Vista Planning Partners

8 Reviews
ShopOrillia.com is not responsible for the content of any reviews or recommendations posted.

6 years ago
Drywallers.ca , a member from Oro-Medonte,  wrote:
Rated: 
 
 
 
 
 
Thanks for getting us set-up so quickly and for the excellent care you provide!!

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6 years ago
Jamie , a member from Rama,  wrote:
Rated: 
 
 
 
 
 
The service I always receive is top notch from Alta Vista. They walked me through the whole process and continue to help me along. They answer all of my questions right away. They are friendly and I would recommend them to everyone. Thanks Alta Vista all of our employees love your benefits.

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8 years ago
Jan Sanders , a member from Orillia,  wrote:
Rated: 
 
 
 
 
 
Appreciate the steadfast service over the years! You have always been timely with your responses. Have a great year!

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8 years ago
Andy , a member from Barrie,  wrote:
Rated: 
 
 
 
 
 
Dana and his team are fantastic group to partner with. They continue to keep us aware of any changes (both new and upcoming) pertaining to our personal situation and offer their expert counsel and advice on how we can best maximize and enhance our plan for the better of our team. It continues to be an invaluable and mutually beneficial relationship for which we share our heartfelt thanks!

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8 years ago
Amy , a member from Innisfil,  wrote:
Rated: 
 
 
 
 
 
We've been so pleased with the process of setting our business up with group insurance. The customer service was excellent and we always find that help is readily available (and accessible) when needed.

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8 years ago
Parkway Yamaha , a member from Collingwood,  wrote:
Rated: 
 
 
 
 
 
Excellent Service & Friendly Staff. Great group insurance service.

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8 years ago
Margaraet Adolphe , a member from Collingwood,  wrote:
Rated: 
 
 
 
 
 
Good and efficient service.

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9 years ago
Happy At Home , a member from Orillia,  wrote:
Rated: 
 
 
 
 
 
Super friendly company. Amazing group insurance for all business types.

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