“I have dealt with Dave Otto for over 10 years in the areas of group insurance, life insurance, disability insurance and financial planning. I have always found Dave to be very professional and knowledgeable. Dave is very accessible and does not to hesitate to seek third party advice when required. I truly feel that Dave holds the needs of his clients above his own. I have no hesitation in recommending Dave to others.” Joe, President, Construction Ltd
“Fast response to requests; well thought out opinions; keeps in touch; available; able to help me with severance pension pay-out; credible; keeps current with trends and products; publishes excellent e-mail newsletter; not "pushy"; friendly; professional.” Pete
“I have been very satisfied over the years with your suggestions, advice and expert knowledge of your company services. When we have needed short term loans the details were handled quickly and accurately and yes you may use my name as reference and may mark us as satisfied clients.” Brian
“My Association with Dave Otto goes back a number of years. Dave is always on top of things, has many valuable suggestions and comments. I feel very comfortable discussing money matters and anything related to my insurance needs with Dave. Dave is always willing to meet with me and discuss any questions or concerns I might have. I have no problems recommending Dave to my friends and family.” Dolf
“Dave has been very good in helping us sort out my financial and insurance needs. He took confusion and focused us on what was important to our future.” Russ, COO, BDO Canada LLP
“Dave has always provided professional and timely advice. Dave has brought together a knowledgeable staff to help answer any questions that we might have with regards to our financial and estate needs. We certainly appreciate all that Dave has done to help us with our financial planning.” Joyce
“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.” Jason, President, Construction Company
“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.” Stan, Professional Engineer
“Very professional appearance and attitude; feel fully confident that you are doing the best job possible for us; feel you are trustworthy and we have no problem confiding in you about financial concerns or matters; if you are not sure of anything you are thorough and prompt in finding us an answer; appreciate your openness and Christian perspective on finances; well educated and informed on current and past issues; well prepared and accommodating to our schedules.” Dave
“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.” Dan, OPP
