In its simplest form, we help people connect their money to their life. But our personalized approach to wealth management is about so much more than that. We’re about understanding your life and your money, and how those two intersect.
We believe that the best way to do that is through a personal relationship with a partner you can trust.
Nothing makes us happier than to help people realize they have choices they didn’t even know existed. That takes hard work, knowledge and attention to detail – your details.
Life is about the people you share it with, and we strive to be one of them. We help you define your priorities and then put them in context with the rest of your life. We’re passionate about building long-term relationships with our clients to help stand with you as you turn the pages of your unique financial story. We take great pride in this connection, and the level of uncompromising integrity our clients have come to know us for.
With almost four decades of experience helping people make decisions about their money and their life, we bring a depth of expertise cultivated from being fully engaged in the many chapters of each client’s life. The trust and respect forged with our clients are the key elements that allow us to challenge them as they consider the many difficult decisions needed to help achieve financial freedom. We walk proudly beside our clients through these critical events.
FOUNDER AND PRESIDENT | FINANCIAL LIFESTYLES ANALYST
Dave helps people and companies financially plan for the future and make sure their life, work, and money are in sync. He is an authority in financial security planning, insurance, wealth accumulation, education savings, retirement savings, retirement income, investment strategies, tax, wealth transfer, and estate planning.
He has more than 37-years' professional experience offering the best advice and expert insight to his clients. He began his career in 1983 after graduating from Wilfrid Laurier University with an Honours Bachelor's degree in Business Administration.
Clients know Dave for being professional, knowledgeable, accessible, valuable, dedicated, personable, confidential and putting their interests first. He shows his professional commitment to clients through continuing education and industry-leading designations resulting in advanced competence.
Dave brings many of the characteristics his clients love into an active role in his community. He is a member of the Woodstock and Area Small Business Enterprise Centre (WASBEC) Business Advisory Committee, where he generously offers his time and financial support for several programs.
He is also an alumnus of the Stratford Minor Hockey Association, Stratford Cullitons Jr. B Hockey Club, Stratford Minor Baseball Association, Stratford Hillers Baseball Club achieving Provincial and International Championships.
In appreciation of coaches who have been an essential part of his life, Dave has acted as a baseball and hockey coach for Stratford Minor Hockey Association, Kitchener Minor Hockey Association, Woodstock Minor Hockey Association, and Woodstock Minor Baseball Association. He has guided many young athletes to Provincial and International Championships.
Dave is also a member of the Chartered Life Underwriters Institute®️, Financial Planners Standards Council®️, The Canadian Initiative for Elder Planning Studies (CIEPS)®️, and Advocis®️, The Financial Advisors Association of Canada®️.
FINANCIAL LIFESTYLES ANALYST
Lori adds a right-brain perspective and valuable insight for women who want to take control of their finances. She has helped women find their paths and has been a guide for her clients for over 15 years. Lori enhances the financial planning experience for the clients by providing space for the client to share their dreams and goals. With her professional experience, perceptive nature, and four years studying the science of the mind, Lori compliments Dave’s left brain perspective. She provides DO Financial clients with a well-rounded and comprehensive financial planning experience that is not limited to finance.