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Monday 9am - 5pm Tuesday 9am - 5pm Wednesday 9am - 5pm Thursday 9am - 5pm Friday 9am - 5pm

Alta Vista Planning Partners

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Canada
Orillia, ON
Alta Vista Planning Partners

Life, Disability and Critical Illness Insurance and exclusive advisors for the Chambers Plan!

At Alta Vista Planning Partners, our qualified professional team will partner with you to understand the scope of your business and individual situation. We will work together with you to determine the best recommendation and solution for your business, a solution that is sensitive to both your priorities, risk management concerns and budget. Whether you are a small business owner, a self-employed

entrepreneur or an individual looking for help with insurance, investment planning and retirement income strategies, we are here to help.

10/29/2024

An event especially for female entrepreneurs and professionals!

Expand your network and expand your financial expertise in a supportive setting while enjoying fabulous food and drink!

Focus on Finance takes place on November 12 at the Best Western PLUS Mariposa Inn & Conference Centre.

Get tickets now at https://www.orillia.com/events/details/focus-on-finance-1408?calendarMonth=2024-11-01

Interested in Sponsorship Opportunities?

Explore sponsorship packages contact [email protected]

10/14/2024

"Be present in all things and thankful for all things." —Maya Angelou

Happy Thanksgiving from our team to you and your loved ones.

09/30/2024

Orange Shirt Day is an Indigenous-led grassroots commemorative day intended to raise awareness of the individual, family and community inter-generational impacts of residential schools, and to promote the concept of “Every Child Matters”. The orange shirt is a symbol of the stripping away of culture, freedom and self-esteem experienced by Indigenous children over generations.

On September 30, all Canadians are encourage to wear orange to honour the thousands of Survivors of residential schools.

To learn more about National Day for Truth and Reconciliation, explore the rich and diverse cultures, voices, experiences and stories of the First Nations, Inuit, and Métis peoples. Start your learning journey today. https://www.rcaanc-cirnac.gc.ca/eng/1621447127773/1621447157184

06/06/2024

Congrats to our very own Rob Dell! Much deserved award. Keep up the great work! We are so happy to you as apart of the team!

05/28/2024

🎉 Just 2 days left until Leadercast GHOAT! 🎉

Today is your LAST CHANCE to grab tickets. You don't want to miss out on this incredible event!

We are thrilled to announce our third speaker, the amazing Manjit Minhas! As a fellow Canadian, she's known for her role as an investor on the hit TV show Dragons' Den (Canadian Shark Tank) and as the Co-Founder and Co-Owner of Minhas Brewery, Distillery, and Winery.

Get ready to be inspired by her goal-setting habits that she and her brother became one of the top brewers and distillers in the world. 🌟

🔗 Head on over to our website to lock in your tickets! www.leadercastlakecountry.com

Continental breakfast, lunch and refreshments are included with ticket purchase!

05/27/2024

🎟️ Only 48 Hours Left! 🎟️

🚨 Don't miss out on the top leadership event of the year! 🚨

Join us at Leadercast GHOAT (Greatest Habits of All Time) and unlock the secrets to becoming an exceptional leader. 🌟

📅 Date: May 30th
📍 Location: Lakehead University - Orillia Campus

Time is running out! Secure your spot now and be part of an unforgettable experience. ⏳

https://www.eventbrite.ca/e/leadercast-lake-country-ghoat-greatest-habits-of-all-time-tickets-815959104647?aff=erelexpmlt

05/16/2024

🌟 Only 12 days left to secure your tickets for the leadership event of the year, Leadercast GHOAT (Greatest Habits of All Time)!

Join us to:

~ Learn new habits while breaking old ones 💪
~ Discover timeless ways to motivate your team and drive results 📈
~ Invest in your emerging leaders for a brighter future 🌟

Don't miss out on this transformative experience!

Grab your tickets now! https://www.eventbrite.ca/e/leadercast-lake-country-ghoat-greatest-habits-of-all-time-tickets-815959104647?aff=erelexpmlt

04/30/2024

🌟 Last day alert! 🚨 Grab your early bird tickets now before they fly away! 🎟️✨ Don't miss out on this special offer!

04/22/2024

EARLY BIRD PRICING ENDS SOON!

Click the link down below to grab your tickets today. 🎟️

https://www.eventbrite.ca/e/leadercast-lake-country

04/02/2024

🌟 Elevate Your Leadership Game! 🌟 Get ready to level up with Leadercast G.H.O.A.T! Join us for a transformative experience that will empower you to become the Greatest of All Time in leadership. 🏆 Don't miss out on this unparalleled opportunity to learn from the best and network with fellow leaders. Secure your spot now and prepare to unleash your full potential! Click the link in our bio to grab your tickets today. 🎟️

https://www.eventbrite.ca/e/leadercast-lake-country-ghoat-greatest-habits-of-all-time-tickets-815959104647?aff=erelexpmlt

12/08/2023

A ski or golf vacation won't be the same if your gear is lost en route. Our optional Trip Cancellation insurance includes lost luggage. Plan members can easily add it through Personal Benefits on the my-benefits app.

Address

359 West Street N
Orillia, ON
L3V5E5

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Website

http://www.altavistaplanning.com/

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