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Blog

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28 July

Does your financial advisor invest your money in “sound money” investments?

July 28, 2023March 14, 2024Dave Otto CFP®️ CLU®️ EPC®️ IBC®️UncategorizedNo Comments

A question you should ask your financial/investment advisor: Do you invest my money in “sound money” investments?

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17 July

A Down Day Does Not Need To Be That Way

July 17, 2023July 17, 2023Dave Otto CFP®️ CLU®️ EPC®️ IBC®️UncategorizedNo Comments

A down day doesn’t have to be this way. There’s a safer way to grow and protect your assets.

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10 July

Hidden Problems

July 10, 2023July 21, 2023Dave Otto CFP®️ CLU®️ EPC®️ IBC®️Become Your Own BankerNo Comments

Do you know the key to solving problems? It starts with identifying that you actually have one! As the saying goes, “If you don’t know you have a problem, how much time are you going to spend looking for a solution?”

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29 June

4 Toughest Financial Questions

June 29, 2023June 29, 2023Dave Otto CFP®️ CLU®️ EPC®️ IBC®️Retirement PlanningNo Comments

Can you answer these four questions? Most can’t. Contact us to get the answers in as little as 10 minutes.

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13 June

What is The Perfect Investment?

June 13, 2023May 23, 2024Dave Otto CFP®️ CLU®️ EPC®️ IBC®️InvestmentsNo Comments

What is the perfect investment? We dive in to find out. The answer will surprise you.

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12 June

Lessons From History

June 12, 2023June 12, 2023Dave Otto CFP®️ CLU®️ EPC®️ IBC®️Life insuranceNo Comments
Historically, the average household used whole life policies as a savings vehicle for the criteria already mentioned.The increase in government intervention in the economy – particularly when it came to…
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21 May

Lost? Overwhelmed? Disillusioned?

May 21, 2023May 21, 2023Lori OttoAdviceNo Comments
Lost? Overwhelmed? Disillusioned? Oh, my goodness, this seems to be the theme right now! The young, old, and everyone in between, seems to be struggling.  There are so many scenarios…
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21 May

Comparing a HELOC to a LILOC

May 21, 2023May 21, 2023Dave Otto CFP®️ CLU®️ EPC®️ IBC®️Become Your Own BankerNo Comments
Many know what a HELOC is. Many don’t know what a LILOC is and therefore don’t have one. This article will quickly explain both. If you think a LILOC may…
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19 March

6 steps to achieving your dreams

March 19, 2023March 19, 2023Lori OttoAdviceNo Comments
Have you had goals or desires that you’ve set aside or put on the back burner? Have you been told that your dreams are unrealistic and unattainable? What if I…
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13 March

The Best Risk-Adjusted Return Investment Today Will Surprise You

March 13, 2023March 13, 2023Dave Otto CFP®️ CLU®️ EPC®️ IBC®️InvestmentsNo Comments
This article will address what risk-return trade-off is, what risk-adjusted return is, is it still pertinent today, and what is the best risk-return financial vehicle in the marketplace. Be sure…
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  • We serve ALL of Alberta, including:
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