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Our Strategic Partners

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Canada
Life

Insurance for wherever life leads you. Live each day to the fullest knowing you and your loved ones are protected.

Financial Horizons Group

Offers a comprehensive selection of life/health insurance, employee benefits, pensions, investments, structured settlements, and risk management products and services to advisors throughout Canada.

Quadrus Investment Services

Quadrus provides a range of investment services and mutual funds.

The whole picture planningTM

Strategic Partners

Daryl Cordiner

Account Manager – Great-West Life | LinkedInDaryl Cordiner – Employee Benefits Specialist

Kelvin Wong

CFA – Private Wealth Counselor

Gabriela Schilling

Marketing & Communications Strategist

Amy Akyol

Senior Advisor Service Representative, Wealth Operations, Individual Customer

Amanda Holden

Marketing Associate/Operations Coordinator

Tina Evans

ACS – Operations Coordinator

Jacqueline Van Esch

Technology Specialist

Jim Radcliffe

CFP – Practice Development Director

John Cleminson

CLU – Managing Director, Branch Manager

Mike Albert

Advanced Case Consultant, Life Insurance for Ontario  (excluding GTA) – Canada Life | LinkedInMike Albert, BA, CHS, CPCA, EPC – Advanced Case Consultant

Sharon McIlvaney

FLMI, ACS, AIAA, AIRC – Regional Support Associate, Wealth Management

Maureen Truman

FLMI, ACS, AIAA, AIRC, ARA – Insurance Support Associate

Steve Shillington

HBA, CA, FLMI, CFP, TEP – Wealth & Tax Planning Consultant

Tom Sears

Securities Specialist

Phil Hunt

Regional Manager, Wealth Management

Trevor Lee

Credit Planning Specialist

Adam Marceau

Insurance Planning Specialist

Cecilia de Bold

Advance Planning Strategist, Living Benefits

Frédérik Kyriazis, CPA, CA

Wealth and Tax Planning Consultant

Let's create a plan for the future and make sure your life, work, and money are in sync

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 only.
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