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About DO FINANCIAL
Since 1983, DO FINANCIAL has provided a refreshing different kind of financial advice, serving Canadian’s nationwide. We create value by helping people/businesses:
- find and recapture hundreds of thousands of dollars in lost money.
- create and manage more usable wealth for our clients with Infinite Banking® than conventional financial planning.
- protect families, and plan for a healthy financial future.
- protect hard-earned assets from financial catastrophes, and economic tsunamis.
We take a Whole Picture planning approach to envisioning and syncing your life, work, and wealth. We believe that we can have a bigger impact on your financial future by helping you avoid the losses rather than helping you pick the winning investments.
The DO FINANCIAL name (pronounced “Do” Financial) was selected to encourage action. 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.
We are also one of about fifty advisors who are Authorized Infinite Banking® Practitioners in Canada. Infinite Banking is a huge upgrade to conventional financial planning. This means clients with the remaining 136,000 licensed financial advisors are missing out on recapturing hundreds of thousands of dollars over their lifetime and more. See more under the Infinite Banking® tab.
Whole picture planning
What People Say About Us
Dave and his team at IBC have been instrumental in molding my investment ideologies into secure and effective methodologies that create extremely interesting business models as well as personal savings growth , while allowing me to realize my financial goals in a timely fashion. They’re steadfast dedication to helping dreams become reality is nothing short of 1st class. The level of professionalism demonstrated during every interaction has been an absolute breath of fresh air in the ever irritating financial world! Thank you Dave.
(Google 5-star review)
Clear communication with the appropriate help needed to navigate thorough this new to me financial journey. Excellent representative that guided me and educated me with the policy that was best for my self, extremally happy and fortunate that Dave O was the one leading me through all of this!
(Google 5-star review)
Dave from DO FINANCIAL helped me with life insurance planning, and it was a wonderful experience. He was professional, a great listener, and made his recommendations to my specific needs. One notable aspect of Dave is his commitment to communication. He was always prompt in providing updates and addressing my concerns, which made the entire process smooth. He was honest, showed integrity in his approach, and was patient in guiding me. He is a trusted financial advisor who stays up-to-date on industry trends. I highly recommend him for your insurance and financial planning needs.
(Google 5-star review)
Read all Our Latest's Insights
Discover the underlying problems: Nelson Nash’s words resonate with the importance of being aware of the issues before seeking solutions. What challenges are we currently facing?
Did you know RRSPs violate a major rule of investing? Learn how and why from a 40-year financial planning veteran.
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.
Let's create a plan for the future and make sure your life, work, and money are in sync
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. Mutual funds, referral arrangements and GICs are offered through Dave Otto via 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.
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