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Contact
NameChris & Lainie Dietz
Telephone519-291-1353
TollFree Phone1-800-291-1353
Websitewww.otfadvisors.net
Emaillainie@otfadvisors.net
Location
Address 1406 Wallace Ave. North
CityListowel
Prov/StateOntario
Zip/Postal CodeN4W 1L3
CountryCanada
Associates
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Description

OTF Advisors

CHRIS DIETZ: CFP, CLU, CHU, ChFC

Chris started in the Financial Services industry in 1990 with Lutheran Life (now Faith Life) as a Life Insurance Agent. In 1993 he became licensed to sell mutual funds and began a relationship with Regal Capital Planners in Listowel Ontario. Chris has achieved his CLU (Chartered Life Underwriter -1997) ChFC (Chartered Financial Consultant – 2001) RHU (Registered Health Underwriter – 1999) and CFP (Certified Financial Planner – 2003 ) designations and has successfully completed the Canadian Securities Course. Chris specializes in wealth creation and estate taxation issues and can offer clients in-depth financial planning to best suit individual circumstance.

 

LAINIE DIETZ: B.A

Lainie recently graduated from Brock University with a Bachelor of Arts degree.  From there, Lainie completed the Canadian Securities Course (CSC), completed the Canadian Deposit Self Study Course and earned her Registered Deposit Agent (RDA) designation, as well as becoming a licensed life agent.

 

WHAT MAKES US DIFFERENT?

 

*WE ARE INDEPENDENT: And we mean that in the full sense of the word.  We are not owned in any part by a financial institution that also produces financial products.

*WE BELIEVE IN PROFESSIONAL MONEY MANAGEMENT: We do not manage money ourselves.  We work hard to find the best financial money managers/products for our clients from over 100 different financial institutions, be they Banks, Investment Firms, Life Insurance Co’s, Trust Companies, Pension Managers, or Credit Unions.  Add to this a team that has over 200 years of combined experience in the financial industry, and you have a winning combination.

 

Services

INVESTMENTS

  • Guaranteed Investments
  • Mutual Funds
  • Segregated Funds

INSURANCE

  • LIFE
  • Mortgage
  • Disability
  • Critical Illness
  • Long Term Care
  • Group
  • Travel

BANK ACCOUNTS

  • High Interest Savings and Chequing Accounts
  • Business and Corporate Savings Accounts
  • US Savings Accounts

PLANNING

  • Tax
  • Estate
  • Financial
  • Retirement
  • Business Succession

PERSONAL INCOME TAX PREPARATION

Mutual funds are sold through PEAK Investment Services Inc.
Segregated funds, GIOs, GIAs & insurance are sold through PEAK Insurance Services Inc.

 

Established in 1992, PEAK Financial Group, Canada’s premiere independent financial group, is a network representing more than 600 independent financial Advisors attentive to the needs of over 100,000 Canadian investors, from coast to coast.

 

Congratulations to OTF Advisors for being nominated into the 2015 Business Excellence Awards.

(Lainie and Chris accepting Congratulatory gift for being nominated)


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Current LocationListowel, CA
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