FOUNDER AND PRESIDENT
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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
our team members
Meet The Our Team
MINDSET COACH
Lori Otto
Customer's Testimonials
What People Say About Us
We are clients of Dave for 30+ years. We always appreciated his dedication to us ,guiding us through our life’s journey.
All his interactions with us are professional, genuine, and he is attentive to our individual lifestyle.
He continues to keep on learning and sharing his knowledge to better help his clients.We find this very impressive and shows the love he has for his chosen career and his clients.
Among the many tools he has available to him , he added one more very important tool recently. That is to include Lori as a Mindset Growth Coach to help his clients feel more comfortable about money and finances.She is ready and able to talk to you about any concerns and as a bonus offers practical guidance and topics through their monthly Newsletters.
When they talk about Whole Picture Planning it truly is achievable reaching your goals.
We have been COMPLETELY SATISFIED with all the decisions we made following Dave’s and Lori’s coaching.Shelley and John
(Google 5-star review)
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.
David, I am impressed with your knowledge of the products your company sells also the fact that after you explain them you do not force me to buy them with high pressure sales talk. I appreciate your practice of arranging an appointment convenient to me for our regular review. You arrive totally prepared and familiar with my file so that the time we send together is efficient and productive.
Latest News
Read all Our Latest's Insights
We have over 30 years experience of Financial & Marketing and We help you see the world differently, discover chances you may never have imagined. Our goal is to your success.
Does your financial advisor invest your money in “sound money” investments?
A question you should ask your financial/investment advisor: Do you invest my money in “sound money” investments?
A Down Day Does Not Need To Be That Way
A down day doesn’t have to be this way. There’s a safer way to grow and protect your assets.
Hidden Problems
Do you know the key to solving problems? It starts with identifying that you actually have one! As the saying goes, “If you don’t know you have a problem, how much time are you going to spend looking for a solution?”
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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