Let's give you the financial perspective you deserve
we are there for you
Our Strategic Partners
The whole picture planning
Account Manager – Great-West Life | LinkedInDaryl Cordiner – Employee Benefits Specialist
CFA – Private Wealth Counselor
Marketing & Communications Strategist
Senior Advisor Service Representative, Wealth Operations, Individual Customer
Marketing Associate/Operations Coordinator
ACS – Operations Coordinator
Jacqueline Van Esch
CFP – Practice Development Director
CLU – Managing Director, Branch Manager
Advanced Case Consultant, Life Insurance for Ontario (excluding GTA) – Canada Life | LinkedInMike Albert, BA, CHS, CPCA, EPC – Advanced Case Consultant
FLMI, ACS, AIAA, AIRC – Regional Support Associate, Wealth Management
FLMI, ACS, AIAA, AIRC, ARA – Insurance Support Associate
HBA, CA, FLMI, CFP, TEP – Wealth & Tax Planning Consultant
Regional Manager, Wealth Management
Credit Planning Specialist
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, 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.