Wealth Management Systems
"Life insurance and financial planning since 1987"
Independent financial advice for you and your family
Life insurance, Critical Illness Insurance, Disability Insurance, Estate planning, Tax Free Savings Accounts, RRSP and RRIF
Dave entered the financial services industry in 1987 after taking Economics and Psychology at the University of Winnipeg. Always offering independent advice, he has been a senior advisor with The Berkshire Group, Vice President of Summit Insurance Services, President of Future Financial and currently is an independent consultant and the owner of Orca Wealth and Insurance Services in Victoria B.C.
"The Risk Doctor" He is supported by a team of administration, technical and underwriting specialists whose teamwork and follow-through are setting new standards of service excellence in building lifetime relationships. Dave is known for coining the term "Core then explore" with regards to building a comprehensive and balanced investment portfolio. The "Investor Policy Statement", and individual "Family Mission Statement" will form a part of your overall vision. The planning system starts with a ten minute "Personal Viewpoint" questionnaire. This unique planning system will put your affairs in order from peak earning years on through to estate preservation. Dave has been introduced as a trusted family friend with the knack to explain important and complicated financial matters in a simple way. He keeps it simple. After more than twenty five years of serving families, Dave has created a "Value of advice" book series. The first becoming an Amazon #1 Best Seller. Whatever your stage of financial development, you will be thoroughly impressed! Dave Shortill is passionate about listening to your situation before prescribing solutions. His focus is on the family unit, business owners and professionals. Away from business Dave enjoys curling, golf, and travel. He has maintained his private pilot license since a teenager and together with his wife Heather, they have become avid sailors.
Dave is past President of South Cowichan Chamber of Commerce, is a past president of the Winnipeg St. James Rotary club, Charter board member of Westland Foundation and an advisor to the Cowichan Intercultural Society.
2018 will bring another addition with the implementation and design of Stellar Benefits for business. More value to you our valued customer.
“ I met and sat with Dave for the first time in 1987, and since that first meeting Dave has managed my family finances. Dave has instilled confidence in my investing choices always reviewing fund pros and cons. The diversity in our portfolio has proven invaluable especially in times of market corrections. Dave has watched my kids grow into young adults and now provides guidance in their investment choices. As a business owner the value of using an Independent Broker to build an employee benefits package with Dave has helped us mitigate costs while still providing coverage for our employees and their loved ones.”
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