Dave Otto
Authorized Ibc Practitioner @Do Financial Canada
Signup · Get unlimited contacts
WORK HISTORY
Authorized Ibc Practitioner @Do Financial Canada
CA
EDUCATION
Stratford Northwestern Secondary School
Ontario Secondary School Diploma, Ontario Secondary School Diploma
Wilfrid Laurier University
B.B.A., Honours Bachelor of Business Administration
The Institute for Advanced Financial Education
CLU®️, Chartered Life Underwriter®️
FP Canada
CFP®️, Certified Financial Planner®️
The Financial Advisors Association of Canada (Advocis)
CH.F.C.®️, Chartered Financial Consultant®️
Private Wealth & Estate Services
Business Owner Specialist Program, Entrepreneurial and Small Business Operations
Nelson Nash Institue
IBC®️ Practitioner's Program, Financial Literacy - Infinite Banking Concept®️
Institute of Elder Planning Studies
EPC®️, Elder Planning Counselor®️
Advocis
UPDATE 2013 - Financial Advisors & Planners Professional Practice Review, Annual compliance update
Global Leadership Summit
Leadership training, Educational Leadership and Administration, General
SKILLS
ABOUT DAVE OTTO
With a dedicated career spanning over decades at DO FINANCIAL Canada, my mission has evolved into empowering individuals to master their financial destiny. Emphasizing wealth accumulation and protection, the strategies I advocate are designed to recapture significant amounts of financing interest inside households and businesses, and mitigating investment risks. The approach I take pivots on a robust understanding of cash flow lending and banking, enabling clients to reduce fees and secure their assets against economic volatility. Our team\'s dedication to personalized service has consistently resulted in enhanced financial independence for our clientele.
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.