WHY CHOOSE Us
Retire to a life you love.
Pursue the Opportunities
Fine-Tune Every Step of Your Journey
A life you intentionally planned for, and one that can confidently handle the unexpected.
Understand What You Can Control
Protect Your Life Passions
Why choose Us
How we work
We take a Whole Picture planning approach to envisioning and syncing your life, work, and wealth – and supercharge your plan with Infinite Banking Concept® – a huge upgrade to conventional financial planning.
Know Your Why
Protect Your Lifestyle
Preserve Your Foundation
Grow Your Life, Business, & Money
Live a Full &
Your retirement planned well
Lets create your FREE Financial plan with PlansWell
This will include your:
- Retirement income plan
- Debt plan
- Investment plan
- Insurance plan
OUR YEARS OF EXPERIENCE
Learn from us
We welcome you to explore our resources we’ve spent a lifetime uncovering from our personal life experiences, and working with clients and colleagues for over 37 years.
6 BEST PRACTICES OF
WHOLE PICTURE© PLANNING
Few of us have ever been taught about the integration of life, work and wealth. There are too many blind spots to effectively and efficiently guide your personal financial, business, and life goals with any kind of real coordination and fulfillment.
In this white paper, we explore the 6 Best Practices of Whole Picture© Planning that weave their way into our lives, for the good and the bad, and ultimately decide the planned (or unplanned) outcomes ahead of us, no matter what life throws at us.
GET YOUR FREE COPY OF THE BOOK
It’s about ‘Whole Picture© Lifestyle Financial Planning’ and helps you to understand how it differs from standard Financial Planning and plain old product-focused Financial Advice. Whole Picture© Lifestyle Financial Planning is Financial Planning with an end in mind.
We offer Whole Picture Financial Planning & Infinite Banking Concept®.
What our clients sayabout us
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.
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.
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.
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.
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.
Insight & News
Read our Latests Insights
DO Financial West
85 Cranarch Crescent SE
Calgary, AB T3M 2J2
DO Financial East
50 Sportsworld Crossing Road,
Kitchener, ON N2P 0A4
Quadrus, Quadrus Investment Services Ltd. and design are trademarks of Quadrus Investment Services Ltd. Used with permission.
The use of email is not a secure medium and personal information should be transmitted by more secure means.
Insurance products, including segregated fund policies, are offered through DO Financial, and Dave Otto offer mutual funds, referral arrangements, and GICs through Quadrus Investment Services Ltd.
Important information about mutual funds is found in the Fund Facts document. Please read this carefully before investing. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Unit values and investment returns will fluctuate.
The information on this website is intended for residents of AB, ON only.
Click here to view legal, copyright and trademark information.