Recent Posts

What happens when my term life insurance expires?

Jun 15, 2021 - Canada Life

Term life insurance is a flexible insurance option: you choose the term length, you choose the coverage amount, and you choose what happens when that term length ends...

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How does term life insurance coverage work?

Jun 01, 2021 - Canada Life

Term life insurance pays out a set coverage amount, called a death benefit, if you – the person who’s insured – die during a specific length of time...

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Here’s the perfect solution if you want to invest your Business’ Surplus Cash even if you feel like a 90-day call account is the only answer Thumbnail Here’s the perfect solution if you want to invest your Business’ Surplus Cash even if you feel like a 90-day call account is the only answer

May 22, 2021 - Dave Otto

Here’s the perfect solution if you want to invest your Business’ Surplus Cash even if you feel like a 90-day call account is the only answer Thumbnail Here’s the perfect solution if you want to invest your Business’ Surplus Cash even if you feel like...

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CFP®️ CLU® CH.F.C.®️ EPC®️

Dave Otto

President and Founder | Financial Planner
Investment Representative

In its simplest form, we help people connect their money to their life. But our personalized approach to wealth management is about so much more than that. We’re about understanding your life and your money, and how those two intersect. We believe that the best way to do that is through a personal relationship with a partner you can trust. Nothing makes us happier than to help people realize they have choices they didn’t even know existed. That takes hard work, knowledge and attention to detail – your details. Life is about the people you share it with, and we strive to be one of them. We help you define your priorities and then put them in context with the rest of your life. We’re passionate about building long-term relationships with our clients to help stand with you as you turn the pages of your unique financial story. We take great pride in this connection, and the level of uncompromising integrity our clients have come to know us for. With almost four decades of experience helping people make decisions about their money and their life, we bring a depth of expertise cultivated from being fully engaged in the many chapters of each client’s life. The trust and respect forged with our clients are the key elements that allow us to challenge them as they consider the many difficult decisions needed to help achieve financial freedom. We walk proudly beside our clients through these critical events.

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