General Queries

What we do

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What We Do & How We Do It

Knowing what an advisor does and how they do it is critical to understanding how much they care, if they truly offer comprehensive services, whether they have a process, and how that process might unfold. 

We’ve broken down what we do (on your terms), and how we do it — first by asking the right questions, then deep listening. We expect you’ll hold us accountable to what we do, and how we do it. We’ll hold you accountable to committing to the process so we can help you achieve the outcomes you discover and document with us.

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A Breakdown of Our Financial Services

We understand the complexities of life and money, and that your priorities are your family, lifestyle, and business. Our services will help you uncover blind spots in your financial landscape so you can achieve an unobstructed view.

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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. Mutual funds, referral arrangements and GICs are offered through Dave Otto via 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 Alberta, British Columbia, Ontario, Northwest Territories, and Nova Scotia only.
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