We are very pleased with your expertise and service. Your financial guidance has allowed us to retire at a very early age and still maintain a good lifestyle. You keep us up to date on new initiatives that may affect our portfolio.
Let's give you the financial perspective you deserve
How it works
Becoming a Client
Becoming a Client
Whole Picture Planning goes far beyond analyzing and implementing financial strategies and solutions. It’s about the process of knowing why you’re planning, establishing expected outcomes, knowing your concerns, and exploring the opportunities, the possibilities, and the realities.
Learn more about the type of people we work with and our on-boarding process below
What People Say About Us
David, I am impressed with your knowledge of the products your company sells also the fact that after you explain them you do not force me to buy them with high pressure sales talk. I appreciate your practice of arranging an appointment convenient to me for our regular review. You arrive totally prepared and familiar with my file so that the time we send together is efficient and productive.
Dave, I find your service and dedication to your clients to be first rate. I am impressed with your knowledge of the industry and your ability to deliver the right product at a competitive price.
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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.
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