Vistaplan Financial Group - Edmonton
About Vistaplan Financial Group
David Motkoski—At the Helm of Vistaplan Financial Group
The team at Vistaplan is led by David Motkoski, a well-respected insurance adviser to hundreds of businesses and individual clients. David has 30+ years of experience in this industry and demonstrated expertise in life and disability, office overhead, critical illness, long term care, and business accident insurance.
David helps self-employed healthcare professionals, e.g. dentists and MD's, as well as small and medium-sized business owners who are concerned with their family/business and protecting their assets and securities.
David began his career in the insurance industry with Paul Revere Life Insurance, a firm that was later purchased by Unum, a leading provider. He has strong ties with Transamerica Life Insurance and Maritime Life insurance (which was purchased by Manulife). Vistaplan Financial Group offers the insurance products from these companies under its comprehensive portfolio of offerings.
David has won numerous "Top Producer" awards in his history with both Maritime Life Insurance and Paul Revere Life Insurance.
Contact Vistaplan Financial Group
| Address : | 200A, 5041 Gateway Blvd NW, Edmonton, AB T6H 4R7, Canada |
| Phone : | 📞 +789 |
| Postal code : | 6 |
| Website : | http://www.vistaplan.ab.ca/ |
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| City : | H |
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Mariline Brousseau on Google
★ ★ ★ ★ ★ My experience with Vistaplan Financial Group agent David Motkoski was awesome. He responded quickly to our concerns and then he explained our policies in a way that was easy to understand.
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Heather King on Google
★ ★ ★ ★ ★ David was very helpful and patient and kind. He explained everything so thoroughly. Very glad I found him. Thank you David!!
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Cassandra Patrick on Google
★ ★ ★ ★ ★ David has been incredible helpful with my situation. He's been in constant contact with the provider to ensure that my situation is dealt with as soon as possible. He answers all of my questions and makes sure that I am updated with as much information as possible.
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Stu Howard on Google
★ ★ ★ ★ ★ I have been working with David for 20 years now. I only met with him in person once and we have never lived in the same city. However it has been a pleasure to deal with David and I will continue to do so. He always has a way to make things happen and I have found him to be someone who is focussed on solution finding when any potential problem might crop up. Makes things that would otherwise be complicated turn out to be quite easy. He is comprehensive and knowledgeable, therefore five stars
Update Sep 2020. After another issue cropped up, David sorted it out with courtesy, competence and alacrity. He is a pleasure to work with always
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A Weiss on Google
★ ★ ★ ★ ★ We were thrilled with the service David provided to meet our needs. He provided us with a variety of different options and answered all questions that we had promptly. He really made an effort to make sure we had all the information available to us before we made a final decision. I would recommend his services to anyone looking into life insurance and we look forward to working with him in the future.
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Thera Sullivan on Google
★ ★ ★ ★ ★ David was amazing to deal with, I can’t say enough about his service. He really helped me narrow down what I was looking for in my policy, it’s overwhelming when you have limited insurance knowledge. He went above and beyond to explain my policy to me. I have no doubt that he put my best interest first and that I ended up with a policy that perfectly suits my needs. Thank you David!
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Denis Joly on Google
★ ★ ★ ★ ★ David is amazing. He doesn't sell you a policy, he helps you buy a policy that fits your needs. He's extremely honest about what he thinks is best and will not let you buy a policy that he wouldn't let his own family buy. He's extremly competent and experienced and not pushy. He responds to your questions and emails very quickly. Honestly, I wouldn't talk to anyone else about my insurance needs. David helped me buy universal life, term life, disability, critical illness, accidental death and overhead insurance. He even guided me to a group policy available through my work rather then a policy that he could sell as he felt that was better for me, despite it not being better for him. Rest assured, if you deal with David, your needs will be met and he will make the entire process clear and easy.
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Cody Stegerman on Google
★ ★ ★ ★ ★ Loved my experience with my insurance advisor, Curtis! Was professional, timely, and asked a ton of questions to get to know my needs and found solutions that perfectly fit with my families coverage needs. Also, he gave some great advice to help me keep my insurance rates down and helped me calculate out exactly what I needed for coverage. Highly recommend :)
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