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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?

Know your risk Calculator

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

Needs Analysis Calculator

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

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:

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

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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, 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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