We are clients of Dave for 30+ years. We always appreciated his dedication to us ,guiding us through our life’s journey.
All his interactions with us are professional, genuine, and he is attentive to our individual lifestyle.
He continues to keep on learning and sharing his knowledge to better help his clients.We find this very impressive and shows the love he has for his chosen career and his clients.
Among the many tools he has available to him , he added one more very important tool recently. That is to include Lori as a Mindset Growth Coach to help his clients feel more comfortable about money and finances.She is ready and able to talk to you about any concerns and as a bonus offers practical guidance and topics through their monthly Newsletters.
When they talk about Whole Picture Planning it truly is achievable reaching your goals.
We have been COMPLETELY SATISFIED with all the decisions we made following Dave’s and Lori’s coaching.
Shelley and John
(Google 5-star review)
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
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.
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.
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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.
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