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
Since 1983, DO FINANCIAL has provided a different kind of refreshing financial advice that generates more wealth than conventional financial planning.
Our individual and business clients generate more wealth using a safe strategy that eliminates investment risk and their losses, instead of trying to pick the top performing risk investments that are always changing – unlike conventional financial planning.
Our clients generate even more wealth by recapturing hundreds of thousands of dollars in lost money – not available with conventional financial planning.
We protect hard-earned assets from financial blind spots, catastrophes, and economic tsunamis – better than conventional financial planning.
Our Whole Picture Planning approach envisions and syncs your life, work, and wealth.
Tired of doing the same things and expecting different results? Let’s talk!
Know Your Why
Protect Your Lifestyle
Preserve Your Foundation
Grow Your Life, Business, & Money
Live a Full &
What you want, when you need it, how to get there, why you’re planning; on your terms.
Understand your career choices and business; what you can do. Plan for tomorrow. Maximize the value of your career and/or business.
Leverage your strengths for personal wealth. Monetize your career and business success.
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
6 steps to achieving your dreams
The Best Risk-Adjusted Return Investment Today Will Surprise You
How to Not Be Part of a Bank Failure
Police officers leave the headquarters of Silicon Valley Bank in Santa Clara, Calif., on March 10, 2023. U.S. authorities swooped in and seized the assets of the bank after a run on deposits this week. (Noah Berger/AFP/Getty Images)
Canadian Head Office
85 Cranarch Crescent SE
Calgary, AB T3M 2J2
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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.
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