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ClearPeak Financial helps Alberta business owners make better decisions about employee benefits, insurance, investments and retirement plans. Clear advice.

A coordinated approach. One place to see the whole picture.

29/10/2026

Proud to have ClearPeak Benefits sponsoring Bragg Creek hockey this year.

We’re fortunate to live and work in a community where local businesses, families and organizations continue to support one another.

Happy to do our small part and support hockey right here in Bragg Creek.

28/10/2026

Term or Permanent Life Insurance?

22/10/2026

"Our employee benefits renewal just came in at a 22% increase. Should we be looking at other insurance companies?"

It's a question we hear regularly from business owners, and the answer is pretty straightforward.

Absolutely. It's worth exploring your options.

A significant renewal increase deserves a closer look. What's driving the increase? Is there room to negotiate? And what could other insurers offer?

But here's something important to understand.

Going to market doesn't necessarily mean changing insurance companies.

Sometimes competitive quotes reveal an opportunity to reduce costs or improve coverage. Other times, the existing insurer is still offering a competitive plan.

And sometimes, exploring the market gives us the information we need to negotiate a better renewal with the current carrier.

At ClearPeak Financial, we believe in understanding the numbers, comparing the coverage, and exploring the options before making a recommendation.

Getting quotes is the easy part. Knowing what to do with them is where the real value comes in.

Sometimes the right move is to switch. Sometimes it's to stay. The important thing is knowing why.

20/10/2026

You've built a business. Now what?

Building a business takes years of hard work, long hours, tough decisions, and plenty of sacrifices.

But somewhere along the way, it's worth asking yourself a few important questions.

When do you want to retire? How much is enough? And how does your business fit into the life you want to live?

At ClearPeak Financial, we believe financial planning is about more than numbers. It's about understanding what you're working toward and making a plan that reflects what matters most to you.

Because the goal was never just to build a successful business.

It was to build a life worth enjoying.

08/10/2026

"We're just getting a few quotes to see what's out there."

I hear this from business owners, and there's absolutely nothing wrong with shopping around.

But here's something worth knowing.

Sometimes, when another benefits advisor asks you to sign a letter so they can review your plan, that letter does more than you might think.

An Agent of Record (AOR) letter can actually transfer responsibility for your existing benefits plan to the new advisor.

It's not always just about getting quotes.

My advice is simple: Ask what you're signing, what it authorizes, and whether it affects your relationship with your current advisor.

There's nothing wrong with exploring your options. Just understand the process before making a decision.

01/10/2026

A new name on the desk this morning.

Today marks a big change for the wealth management side of ClearPeak Financial.

After many months of preparation, Quadrus Investment Services and IPC Investment Corporation have officially come together under a new name: IPC Wealth.

For our clients, the name and platform are changing. The relationship isn’t.

I’ll continue working directly with the families and business owners I serve through ClearPeak Financial, now supported by IPC Wealth and the expanded capabilities that come with it.

We’re looking forward to more streamlined processes, improved online functionality and new tools that will make it easier for our clients to access and manage their investments.

New name. New platform. More capabilities. Same ClearPeak.

If you’re a ClearPeak investment client and have questions about the change, please reach out.

28/09/2026

It’s been a while since we’ve posted here, so I thought I’d reintroduce myself.

I’m Dane Ozorio, founder of ClearPeak Financial. I’ve been an advisor for more than 20 years, and what I enjoy most is getting to know the people behind the decisions - the business they’re building, the family they’re protecting, and the future they’re working toward.

At ClearPeak, we help Calgary employers with group benefits and retirement savings plans. We also help individuals and business owners with life, disability, and critical illness insurance, investments, and financial planning. When a situation calls for other expertise, we bring the right people together to help our clients see the whole picture.

We’ll be more active here, sharing useful answers to questions we hear from clients every day. I hope you’ll follow along.

The photo is from one of my happy places: the golf course. I enjoy the game, the company, and the fact that there’s always something to learn - even after you’ve played for years.

- Dane

25/11/2021

Welcome to ClearPeak Financial!

Address

Telephone

+14038631613

Website

http://www.clearpeak.ca/, http://www.clearpeakbenefits.ca/

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