About Us

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.

About Lori

Lori adds a right-brain perspective and a welcoming and valuable insight for women and those with feminine energy. She has helped women find their paths and has been a guide for them for over 17 years. Lori enhances the financial planning experience for women by providing space for them to share their dreams and goals commonly where they previously may have not felt welcome or comfortable.

With her professional experience, perceptive nature, and four years studying mindsets, Lori compliments Dave’s left brain analytical perspective with feminine energy and creativity, and adds another set of eyes and ears to the meeting process where appropriate which is not commonly offered. She provides DO FINANCIAL clients with a well-rounded and comprehensive planning experience that is not limited to finance.