Our firm works with business owners and professionals to help them take excellent care of their families and their employees. If you own a small business or professional corporation, let's have a conversation. What matters most to you is what matters most to us!

Business Planning

Strategies to help increase your personal cash flow, keep key employees and protect your business.

Latest News

2019 Financial Calendar

Financial Calendar for 2019- All the deadlines you need to know to maximize your benefits!

Tax Planning Tips for End of 2018

Now that we are nearing year end, it’s a good time to review your finances. 2018 saw a number of major changes to tax legislation come in force and more will apply in 2019, therefore you should consider available opportunities and planning strategies prior to year-end.

Financial Planning for Business Owners

Financial Planning for business owners is often two-sided: personal financial planning and planning for the business. Business owners have access to a lot of financial tools that employees don't have access to; this is a great advantage, however it can be overwhelming too. A financial plan can relieve this. A financial plan looks at where you are today and where you want to go. It determines your short, medium and long term financial goals and how you can reach them. For you, personally and for your business.

Getting the best from a financial advisor

Working with a professional to help you to make sense of your finances can be a wise move, but for this relationship to work effectively it is important that you understand what to expect from your financial advisor.

The Buy-Sell Agreement a.k.a. The Elephant in the Room

Financial independence and the idea of being “your own boss” leads many Canadians to go into business for themselves in a passionate attempt to bring their dream to reality. In order to raise the start-up capital and resource the business with the necessary skill sets to give the company the best chances of success, it often involves more than one shareholder.

Ontario Budget 2018

The 2018 Ontario budget features a number of new measures and billions of dollars of enhanced spending across the spectrum, as announced by the province’s Finance Minister, Charles Sousa. Read on for some of the key proposals.

2018 Federal Budget Highlights for Families

Several key changes relating to personal financial arrangements are covered in the Canadian government’s 2018 federal budget, which could affect the finances of you and your family.

2018 Financial Calendar

Financial Calendar for 2018 - All the deadlines you need to know to maximize your benefits!

Client Appreciation

Thanks for getting us set-up so quickly and for the excellent care you provide!!

Joanne Beattie

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.

Jamie York

Appreciate the steadfast service over the years! You have always been timely with your responses. Have a great year!

Jan Sanders

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!


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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