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Interactive Tools

Financial Calculators

Use these interactive tools to see a snapshot of what your financial plan can mean to you.

Financial Planning Calculators

Budget Planning Calculator

Want to purchase life insurance or investments and see what fits your budget?

Calculate

Know your risk Calculator

A major health event can be financially devastating, but you can plan to be prepared.

Calculate

Needs Analysis Calculator

Have you considered purchasing life, critical illness, or disability insurances? It may feel uncomfortable but it’s important to consider.

Calculate

Mortgage Calculators

Want to estimate the maximum home purchase price best suited to your individual financial situation?
How about figuring out your mortgage payments?
These tools can help:

Mortgage Affordability Calculator

Calculate

Mortgage Payment
Calculator

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If you need help connecting all the dots on your financial plan, I can help you get started

Book a Conversation today

Customer's Testimonials

What People Say About Us

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)

Shelly M- Testimonial - DO Financial

Shelley M

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.

Dan K - Testimonial - DO Financial

Dan K.

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.

Stan C - Testimonial - DO Financial

Stan C

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, NS only.
Click here to view legal, copyright and trademark information.

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