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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.

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.
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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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