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.

Whole Picture Planning goes far beyond analyzing and implementing financial strategies and solutions. It’s about the process of knowing why you’re planning, establishing expected outcomes, knowing your concerns, and exploring the opportunities, the possibilities, and the realities.
Traditional Financial Planning (we’ve elevated to Whole Picture Planning) only works when you have an unobstructed view of your complete financial situation. What’s most important about this statement is defining what the “whole picture” entails.
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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