Bringing over 25 years of experience to providing you with sound, reliable financial advice to help you achieve financial independence and peace of mind.

Darren Otto

HBA
Financial Advisor

Warren Buffett famously said, “Investing is simple, but not easy.” My goal is to help you save and spend your money as tax efficient, and stress-free as possible. COMMITMENT: ...

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Darren Otto

HBA
Financial Advisor

Warren Buffett famously said, “Investing is simple, but not easy.” My goal is to help you save and spend your money as tax efficient, and stress-free as possible. 

 

COMMITMENT: For over 19 years as an advisor, my process has been unswerving.  Whether you are saving for retirement or looking to generate income for the rest of your life, I strive to make sure that your investment portfolio suits your personal and financial situation, risk tolerance, and short- and long-term goals. This includes free retirement savings, retirement income, and estate planning, as well as regular reviews to make sure that you are meeting your objectives and staying the course.

KNOWLEDGE: Although there is never a test, I like to educate my clients on the investment process, and all of the tax savings opportunities that are available to them. I also believe it is important to examine how global markets are performing so clients have an honest measure of comparison.

PEACE OF MIND: As my clients can attest, I try to make the decision-making process as stress-free as possible. I am eager to answer any questions you may have, and if something doesn't make sense to you, or you are not comfortable, I will not recommend you do it. While I do, admittedly, have a few more grey hairs then when I started, you can also count on my advice for many more years to come.

TRANSPARENCY: I believe it is important to be completely open and honest when it comes to compensation.  I have no problem explaining how I get paid, and I show clients exactly how much I get paid for managing their investments during our regular reviews. I also do not charge unnecessary Low Load, Deferred Sales Charge, or Wrap Account fees.

PERSONAL: While I did enjoy obtaining my HBA from the University of Western Ontario, and living a few years in Toronto, I am quite content to say I was born, raised, and live in Peterborough, Ontario. It’s hard to beat a five-minute drive to my office past Little Lake in the summertime. Although I did spend a considerable amount of my youth playing competitive sports, I now spend the majority of my spare time with my wife Leanne, son Mason, and son-to-be.

                                                                                   

Insurance products available through Darren Otto.                             

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Supporting the communities within which we work

At IPC, we built IPC Cares to bring together the various efforts we make towards enhancing the communities within which we operate. By adopting causes that are close to our hearts, we keep ourselves committed and accountable.

Last year alone, as a company, we supported the aid efforts on the Fort McMurray fires, palliative care through The Healing Cycle Foundation and women and children through The Salvation Army.

Perhaps the most significant effort we undertake, and one that we believe is representative of the kind of work that inspires and keeps us committed to our CSR efforts, is the community development project in Honduras with The Carpenteros & Friends. Last year’s project involved a group of IPC staff and Advisors volunteering their time and energy on the ground. Very little is as inspiring and rewarding as living the lives of the people you’re helping, and every one of the people who took the journey came back a changed person, even more determined to stay committed to making a difference in the world!

We also made countless small but significant contributions of our time and resources within our communities through many grassroots charities we believe in, and the ripple effect of their efforts are always rewarding.