We are very pleased with your expertise and service. Your financial guidance has allowed us to retire at a very early age and still maintain a good lifestyle. You keep us up to date on new initiatives that may affect our portfolio.
What we do
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.
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.
What People Say About Us
David, I am impressed with your knowledge of the products your company sells also the fact that after you explain them you do not force me to buy them with high pressure sales talk. I appreciate your practice of arranging an appointment convenient to me for our regular review. You arrive totally prepared and familiar with my file so that the time we send together is efficient and productive.
Dave, I find your service and dedication to your clients to be first rate. I am impressed with your knowledge of the industry and your ability to deliver the right product at a competitive price.
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 only.
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