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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
What's New

Saturday, May 28, 2016

Business Planning Solutions - As an insurance broker, Alta Vista Planning 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... more

Posted at 11:23 PM


Friday, April 1, 2016

Please join us as we officially welcome Vanessa Smith to the Alta Vista Team! Vanessa's role as Administrative and Marketing Associate is to help manage the office internally, as well as many aspects of office-based external client service for the firm. She has excellent background that has equipped her to be a great fit at Alta Vista! Welcome aboard Vanessa!

Posted at 08:30 AM


Wednesday, March 9, 2016

Globe and Mail labels mortgage life insurance "junk product" One of the country’s leading financial journalists is saying what many advisors have long believed about mortgage life insurance. Rob Carrick, of the Globe and Mail, has labeled mortgage life insurance “a junk product.” Mortgage life insurance was in the news recently after Stoney Creek resident, Christopher Massa’s death. Massa’s mortgage and mortgage life insurance was with Scotiabank when he was diagnosed with lung cancer. After his death, the bank denied the... more

Posted at 02:46 PM


Thursday, February 4, 2016

You might be in need of a comparison for your current Employee Benefit Plan. Alta Vista Planning Partners can provide this to make sure you have a health and dental plan that best suits your employees, your business and your budget!

Posted at 07:30 PM


Thursday, January 21, 2016

Planning for the future is important when you are a business owner! Dana Osburn at Alta Vista Planning, is an expert on business succession planning! Start planning your future today.

Posted at 08:15 AM


Friday, January 29, 2016

Need to start making smart moves for your small business? Start by introducing a benefit plan!

Posted at 12:00 PM


Monday, February 1, 2016

If the tooth fairy wont pay your dental bills, a Chambers Plan can! Alta Vista Planning has exclusive advisory for The Chambers of Commerce Group Insurance Plan available to you if you are a member of a Chamber of Commerce! Start a conversation about it today 705.327.0313

Posted at 08:30 AM


Monday, January 18, 2016

Do you want to keep and attract the best employees? Then call Erin, our employee benefit advisor, at Alta Vista Planning for more information about the #1 Benefit Plan in Canada. 705.327.0313

Posted at 05:00 PM


Wednesday, December 9, 2015

Did you know if you are a member of the Chamber of Commerce you have access to a great health and dental benefit plan that caters to small business? Check it out!

Posted at 12:40 PM


Friday, July 3, 2015

Perhaps it's time to think about the future and what would happen if you couldn't get to work tomorrow because of a sickness or injury. Ask us about Disability Insurance today - at http://shoplocal.ly/01yXvT

Posted at 08:30 AM


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