MINDSET COACH
Let's give you the financial perspective you deserve
How it works
Women and money
In keeping with our purpose, “helping people connect their money to their life”, we fully realize that women have different views and feelings surrounding money than men do and we believe it is we, the industry, that needs to adjust our approach when partnering with women.
We are also recognizing that today’s women are true pioneers with regards to personal wealth. Never before in history have women had so much investable income.
We endeavour to become a respected friend, a sounding board, paying close attention to what truly matters to her, her lifestyle, her dreams, desires and her ideas about her money.
Understanding that most women are extremely busy with divided attention with home and business, we strive to honour them with short, to the point and absorbable presentations, leaving time for what’s important to her.
Life is busy, full and beautiful when we take the time to see the Whole Picture, the journey ahead feels a little bit lighter.
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feel and experience our difference!
Let's create a plan for the future and make sure your life, work, and money are in sync
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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.
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