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Let's give you the financial perspective you deserve

Your retirement planned well

Your
Financial Plan

What you’ll get from your free financial plan:

Our engine predicts what your total savings at your retirement age (nest egg) will be based on your desired retirement age, current savings, contributions and risk tolerance. We then create an optimized draw down strategy to his that target income for life.

The engine tallies up your debt and finds ways to consolidate your debt to the lowest interest rate and free up your cashflow. Many people are surprised to see lower monthly debt payments!

The engine recommends how much money to put toward your various account types. It also takes into account how to optimize payments so you save money on taxes and maximize your retirement.

Any good financial plan includes insurance. The engine recommends how much insurance you need to protect your future income in the event that you pass away or become critically ill.

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While every conversation is different, you should expect to cover some general information and get a sense of what it’s like to collaborate with us.

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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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