The Team
Small team, deep focus — everyone at Orbitbswift works exclusively in retirement and late-accumulation planning.
Each member of the team brings a distinct discipline — together they cover the savings, income, and estate dimensions of every client plan.
Clara has spent 14 years working exclusively in retirement planning, first at a national planning firm and for the last six years with Orbitbswift. She specialises in income sequencing and CPP/OAS optimisation, and personally leads every comprehensive plan engagement.
Marcus holds a CPA designation and focuses on the savings-optimisation and tax-minimisation side of client plans. He's particularly skilled at modelling RRSP meltdown strategies for clients approaching retirement who need to rebalance their registered and non-registered mix.
Deepa liaises between our clients and their estate lawyers to ensure the financial and legal layers of every plan are fully aligned. She has coordinated estate plans for more than 180 client households since joining the team in 2019.
We deliberately cap our client roster — not because we can't grow, but because a retirement plan is a living document that deserves real attention every year. Each lead adviser at Orbitbswift works with no more than 60 active client households at a time. That limit isn't a marketing line; it's how we make sure we actually know your situation when you call. If something changes in your life — a job loss, an inheritance, a health event — we want to be the people who already know your plan well enough to respond thoughtfully, not advisers scrambling to look you up.
Clara remembered a detail from our first meeting eighteen months later and it shaped a recommendation that made a real difference. That kind of continuity is what you want from someone who's supposed to help you plan the next thirty years of your life.
Gordon Friesen, West Vancouver
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