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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

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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. Mutual funds, referral arrangements and GICs are offered through Dave Otto via 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 Alberta, British Columbia, Ontario, Northwest Territories, and Nova Scotia only.
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