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Pension Transfer Estate Planning

We've got you covered

The Best financial planning system on

Vancouver Island Since 1987 

 Independent advice and brokerage of Life Insurance products.

 You are gonna save money!

The Native Orca Symbol or Killer Whale symbolizes family, romance, longevity, harmony, travel, community, and protection. He is said to protect those who travel away from home and to lead them back when the time comes. Orcas will often stay their whole life in the same pod and raise each calf with care.

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Ladysmith, B.C.

Orca Wealth and Insurance Services is based in beautiful Ladysmith, British Columbia

-Best Dog Parks 

-Best hikes

- V.I. Junior Football

- Favorite restaurants

- Community Center

Wealth accumulation is a journey. We would like to be a part of this journey and help save you money and taxes along the way. We begin the journey by getting to know each other and seeing if we are a good fit to grow together. The "Personal Viewpoint Questionnaire".

Financial planning from your point of view.

And from here, we will share with you what other successful people are doing.

Success leaves Clues!

Click below to start our journey.

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