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It’s about ‘Whole Picture© Lifestyle Financial Planning’ and helps you to understand how it differs from standard Financial Planning and plain old product-focused Financial Advice.
Whole Picture© Lifestyle Financial Planning is Financial Planning with an end in mind.
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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.
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