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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

Locally-Owned, Independent

Alta Vista Planning Partners

Perspective - Purpose - People who care!
Why Alta Vista?   Because it's important to see the forest  and the trees. Imagine reaching a point where your business and personal affairs are organized a ... - continue reading »

What's New

Wednesday, August 21, 2019

*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! Call us today at 705-327-0313 or toll free at 888-942-2396. Or visit our website at www.altavistaplanning.com

Posted at 04:25 PM


Wednesday, June 26, 2019

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 12:30 PM


Wednesday, April 24, 2019

Are you a Sole Proprietor but you need affordable health and dental benefits? Or maybe you only have ONE employee - no problem!!! Alta Vista Planning Partners can help and you don't have to answer any health questions to have your coverage guaranteed!! Call 705 327 0313 today for a quote or email info@altavistaplanning.com for more information!https://y2u.be/DNn_M8_7o4g


Posted at 06:45 PM


Tuesday, May 29, 2018

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 For more info go to www.altavistaplanning.com/chamber-plan-group-benefits.html

Posted at 12:30 PM


Friday, April 14, 2017

Here is something to consider. Is it better to give your employees a raise or Employee benefit plan? Collingwood Chamber of Commerce Stayner Chamber of Commerce Wasaga Beach Chamber of Commerce Oro-Medonte Chamber of Commerce Orillia District Chamber of Commerce Ramara Chamber of Commerce Southern Georgian Bay Chamber of Commerce Segbay Chamber of Commerce. www.AltaVistaPlaning.com

Posted at 10:22 AM


Friday, April 14, 2017

Are you a Sole Proprietor but you need affordable health and dental benefits? Or maybe you only have ONE employee - no problem!!! Alta Vista Planning Partners can help and you don't have to answer any health questions to have your coverage guaranteed!! Call 705 327 0313 today for a quote or email info@altavistaplanning.com for more information! https://y2u.be/DNn_M8_7o4g


Posted at 10:07 AM


Thursday, December 22, 2016

Closed at noon on Friday Dec.23 Closed Monday Dec.26 and Tuesday Dec.27 OPEN Wednesday Dec.28, Thursday Dec.29 and Friday Dec.30 Closed Monday, Jan. 2

Merry Christmas and Happy Holidays!!

Posted at 12:05 PM


Tuesday, October 4, 2016

Employee benefits you can count on! Contact Chamber Plan Benefit Advisor, Erin Fordham of Alta Vista Planning 705 327 0313 or Mobile: 705 790 3101 Toll Free: 888 942 2396 for more information. www.AltaVistaPlanning.com

Posted at 01:34 PM


Friday, September 9, 2016

If you are a member of the following Chambers of Commerce, then you have exclusive access to the Chambers of Commerce Group Insurance Plan: Southern Georgian Bay • The Blue Mountains • Orillia & District • Collingwood • Stayner • Oro-Medonte • Ramara • South East Georgian Bay • Wasaga Beach. For more info please visit www.altavistaplanning.com/chamber-plan-group-benefits.html.

Posted at 11:25 AM


Thursday, September 1, 2016

Alta Vista Planning Partners Inc. is pleased to announce that our advisor Mr. Dana Osburn has won the Chamber Plan Ontario Region “Ed Barilla Award for 2015-2016. This recognizes Dana’s results as the top advisor in Ontario for sales in his territory size category last Plan year. Mr. Dana Osburn serves the following chambers: • Southern Georgian Bay Chamber of Commerce • The Blue Mountains Chamber of Commerce • Orillia & District Chamber of Commerce • Collingwood Chamber of Commerce • Stayner Chamber of Commerce •... more

Posted at 06:59 PM


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