Dave helps people and companies financially plan for the future and make sure their life, work, and money are in sync. He is an authority in financial security planning, insurance, wealth accumulation, education savings, retirement savings, retirement income, investment strategies, tax, wealth transfer, estate planning and the Infinite Banking Concept (IBC).
He has more than 38-years’ professional experience offering the best advice and expert insight to his clients. He began his career in 1983 after graduating from Wilfrid Laurier University with an Honours Bachelor’s degree in Business Administration.
Clients know Dave for being professional, knowledgeable, accessible, valuable, dedicated, personable, confidential and putting their interests first. He shows his professional commitment to clients through continuing education and industry-leading designations resulting in advanced competence.
Dave brings many of the characteristics his clients love into an active role in his community.
He generously offers his time and financial support for several programs.
He is also an alumnus of the Stratford Minor Hockey Association, Stratford Cullitons Jr. B Hockey Club, Stratford Minor Baseball Association, Stratford Hillers Baseball Club achieving Provincial and International Championships.
In appreciation of coaches who have been an essential part of his life, Dave has acted as a baseball and hockey coach for Stratford Minor Hockey Association, Kitchener Minor Hockey Association, Woodstock Minor Hockey Association, and Woodstock Minor Baseball Association. He has guided many young athletes to Provincial and International Championships.
Dave is also a member of the Chartered Life Underwriters Institute®️, Financial Planners Standards Council®️, The Canadian Initiative for Elder Planning Studies (CIEPS)®️, and Advocis®️, The Financial Advisors Association of Canada®️.
Whole Picture Planning goes far beyond analyzing and implementing financial strategies and solutions.
Quadrus, Quadrus Investment Services Ltd. and design are trademarks of Quadrus Investment Services Ltd. Used with permission.
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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.
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