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.
Let's give you the financial perspective you deserve
How it works
Whole Picture Planning
Whole Picture Planning gives you the perspective you deserve.
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.
Why the whole picture?
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.
- Your purpose or "why"
- Life, legacy & financial goals
- Your children & the goals/dreams associated with them
- What kind of legacy you want to leave for your family
- How good you are at saving & investing
- Your previous experiences with investing
- Your income, expenses & net-worth
- Your debts & repayment strategy
- Life & health insurance needs
- Your retirement goals & income planning
Where to start?
Return on life
Elevating traditional financial planning into Whole Picture© Lifestyle Financial Transitions Planning starts with considering your "return on life" which is all about living the best life possible with the money you already have.
Don't give up
Don’t give up the best of life or the best parts of yourself just to get money. The money is there to serve you, not the other way around. Instead of focusing on someone else’s definition of success, dare to write your own.
Take our easy assesment
Manage your assets in a way that improves your life and provides you with peace of mind and confidence. Get started by taking your assessment now by clicking the contact us above and ask to take the "return on life" assessment.
Customer's Testimonials
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.
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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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