fbpx

How it works

6 Best Practices of Whole Picture Planning

Few of us have ever been taught about the integration of life, work and wealth. There are too many blind spots to effectively and efficiently guide your personal financial, business, and life goals with any kind of real coordination and fulfillment.

In this white paper, we explore the 6 Best Practices of Whole Picture Planning that weave their way into our lives, for the good and the bad, and ultimately decide the planned (or unplanned) outcomes ahead of us, no matter what life throws at us.

I welcome you to explore the 6 Best Practices we’ve spent a lifetime uncovering from our personal life experiences, and working with clients and colleagues for over 37 years.

6 Best Practices to Whole Picture Financial Planning - DO Financia

Complete the following form to get your copy of the 6 Best Practices of Whole Picture Planning.

Quadrus Investment Services Ltd white - DO Financial

Quadrus, Quadrus Investment Services Ltd. and design are trademarks of Quadrus Investment Services Ltd. Used with permission.
The use of email is not a secure medium and personal information should be transmitted by more secure means.
Insurance products, including segregated fund policies, are offered through DO Financial, and Dave Otto offer mutual funds, referral arrangements, and GICs through Quadrus Investment Services Ltd.

Important information about mutual funds is found in the Fund Facts document. Please read this carefully before investing. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Unit values and investment returns will fluctuate.
The information on this website is intended for residents of AB, ON only.
Click here to view legal, copyright and trademark information.