What does a financial advisor help with?
Orca Wealth helps organize decisions involving investments, retirement income, life and disability insurance, tax-aware planning, beneficiaries, estate considerations and family protection.
Clear, practical guidance for investments, insurance and retirement—always built around your family, your priorities and your point of view.
We begin by learning what matters to you. Then we help organize the decisions around protecting your family, building wealth and preparing for the future.
A straightforward process designed to turn important conversations into practical action.
Complete the Personal Viewpoint so we can learn your priorities, concerns and goals.
Review your investor profile, protection needs and the choices available to you.
Create practical recommendations using our “Core then explore” philosophy.
Keep your plan current as your family, finances and priorities change.
Integrated support for the decisions that affect your wealth, your protection and the people you care about.
Long-term investment strategies grounded in value, discipline and your personal comfort with risk.
Clear income and savings strategies designed to help make retirement decisions easier to understand.
Coordinate registered and non-registered investments, retirement income, beneficiaries and insurance with your accountant or tax professional.
Protection options to help preserve income, support family and create a lasting legacy of love.
No-medical options for people who may have been declined, postponed or simply want a more accessible application process.
Practical benefit and group retirement solutions that help employers support and retain good people.
Coordinate protection, beneficiaries and wealth transfer so the right people have the right information.
Practical resources to help you make informed decisions today and leave clearer instructions for the people who matter most.
A straightforward Orca Wealth booklet explaining the enduring habits behind thoughtful long-term investing. Learn how disciplined planning, diversification and a “Core then explore” approach can support better decisions through changing markets.
A Will and Power of Attorney can help ensure your wishes are understood and that someone you trust can act when needed. Orca Wealth can provide an educational Free Will Kit and help you identify the financial information your family should have.
These resources are educational and do not replace advice from a qualified lawyer. We encourage clients to have their legal documents reviewed professionally.
Ask About the Free Will KitDave Shortill has worked in financial services since 1987, helping families and business owners across Western Canada make confident, informed decisions.
Our work is guided by integrity, education and a simple belief: financial planning is most meaningful when it helps protect the people and values that matter most.
Complete the ten-minute Personal Viewpoint or book a conversation with Dave Shortill, President and CEO of Orca Wealth and Insurance Services.
Dave Shortill, President and CEO of Orca Wealth and Insurance Services, has helped Canadian families and business owners with financial planning, investments, retirement planning and insurance since 1987. Based in Ladysmith on Vancouver Island, Orca Wealth serves clients throughout British Columbia and Manitoba with independent, plain-language guidance.
Featured above: Dave Shortill at Oak Bay Marine Group in Ladysmith, BC.
Orca Wealth helps organize decisions involving investments, retirement income, life and disability insurance, tax-aware planning, beneficiaries, estate considerations and family protection.
Yes. Orca Wealth works with clients across Vancouver Island, British Columbia and Manitoba using in-person, telephone and virtual meetings.
Guaranteed Issue and simplified No Medical life insurance may be available for people who have health concerns, have been declined or prefer a more accessible application process.
Start with the ten-minute Personal Viewpoint questionnaire. It helps identify the goals, priorities and concerns that should guide the planning conversation.
Orca Wealth provides tax-aware financial planning and educational estate resources while coordinating, when appropriate, with qualified accountants and lawyers. We do not replace professional tax or legal advice.
It is an Orca Wealth guide to disciplined long-term investing, diversification, thoughtful decision-making and our “Core then explore” investment philosophy.
