fbpx

WHY CHOOSE Us

Retire to a life you love.

01

Pursue the Opportunities

I want to be more than informed. I want to be able to evaluate all of my options, including new ones, and expand my opportunities. When you can see all the possibilities that you can pursue, you’re not only equipped to make better decisions, you now understand all of your opportunities, including the ones you did not know existed.
02

Fine-Tune Every Step of Your Journey

I want to know that I’m putting my best foot forward in all areas of my life, work and money. Your path for life, work, and money all play off each other and build a better tomorrow. When you gain more insight into your current situation, you are able to enhance your plan and build for a life that can handle external situations you can’t control.

A life you intentionally planned for, and one that can confidently handle the unexpected.

03

Understand What You Can Control

I want to spend my time and mindfulness on what I can control. Positive psychologists suggest that 40 percent of your happiness is up to you. People who focus on what they can control live happier and more successful lives.
04

Protect Your Life Passions

I want to know my passion and vision are at the forefront of my path forward. People and businesses with purpose have plans powered by rocket fuel. They are focused on achieving their financial and lifestyle goals and driven by a plan that keeps them on track.

Why choose Us

How we work

Since 1983, DO FINANCIAL Canada has been trusted counsel and an authority on providing a different kind of refreshing “Sound Money” financial advice. “Sound Money”: is money that does not decline in value.

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 recovering 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!

_Family planning - Home - DO Financial

Know Your Why

What motivates you? What are your goals? Which area of your life is most important to you?

Protect Your Lifestyle

Protect your income. Strengthen your business. Gain peace of mind. Plan for your family’s future.

Preserve Your Foundation

Minimize the impact of taxes. Deduct, defer, divide, discount, and distribute assets.

Grow Your Life, Business, & Money

Discover the true value of your business. Strengthen your personal wealth. Secure Generational Wealth.

Live a Full &
Rich Life

Enjoy more of your moments today, while still planning for a rewarding tomorrow.

Life

What you want, when you need it, how to get there, why you’re planning; on your terms.

Business

Understand your career choices and business; what you can do. Plan for tomorrow. Maximize the value of your career and/or business.

Wealth

Leverage your strengths for personal wealth. Monetize your career and business success.

What is the

Infinite Banking Concept® (IBC®)?

The Becoming Your Own Banker® (BYOB®) concept, also known as the Infinite Banking Concept® (IBC®), is Nelson Nash’s creation.
Download our free eBook and learn how you can:

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
‘ENOUGH?’

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.

WHOLE VS TERM LIFE INSURANCE IN CANADA, WHAT IS THE DIFFERENCE?’

Which one is best for creating wealth & why? Review pro’s & con’s and at the conclusion I will share my thoughts in what may be best for your situation. Learn which one is the more ‘safe’ product and which one may have the highest return.

HOW WHOLE LIFE INSURANCE CAN PLUG A MAJOR LEAK IN YOUR WEALTH PLAN!

Learn 3 ways how Whole Life Insurance in Canada can stop the persistent erosion of your wealth. Learn how to capture more money & build wealth! Those who understand this will create wealth. Those who don’t are likely to erode their money. It’s a money management tutorial for Canadians!

DO WHAT THE WEALTHY DO!

Should financial planning for dentists include the Infinite Banking Concept? A dividend paying life insurance policy is a savings vehicle that is often used as a wealth management tool. In this video I will describe real user cases in Canada, and how 1 savvy dentist turned this into a $ opportunity.

Testimonials

What our clients say
about us

Insight & News

Read our Latests Insights

14 Jan 2024

First Home Savings Account

The Canadian Federal Government has launched the First Home Savings Account (FHSA) to assist first-time homebuyers. The account allows tax-free savings of up to $40,000 with annual contribution limits and tax deductions. Qualifying withdrawals for home purchase are non-taxable, but there are conditions for eligibility and withdrawal. The FHSA differs from RSP and TFSA in various ways.

DO FINANCIAL Canada

Canadian Head Office
85 Cranarch Crescent SE
Calgary, AB T3M 2J2

Voice/Text:

519-539-9492

1-800-337-6886

Quadrus Investment Services Ltd white - DO Financial

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 Alberta, British Columbia, Ontario, Northwest Territories, and Nova Scotia only.
Click here to view legal, copyright and trademark information.

Whole Picture Financial Planning