We are clients of Dave for 30+ years. We always appreciated his dedication to us ,guiding us through our life’s journey.
All his interactions with us are professional, genuine, and he is attentive to our individual lifestyle.
He continues to keep on learning and sharing his knowledge to better help his clients.We find this very impressive and shows the love he has for his chosen career and his clients.
Among the many tools he has available to him , he added one more very important tool recently. That is to include Lori as a Mindset Growth Coach to help his clients feel more comfortable about money and finances.She is ready and able to talk to you about any concerns and as a bonus offers practical guidance and topics through their monthly Newsletters.
When they talk about Whole Picture Planning it truly is achievable reaching your goals.
We have been COMPLETELY SATISFIED with all the decisions we made following Dave’s and Lori’s coaching.
Shelley and John
(Google 5-star review)
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
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.
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.
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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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