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Category: Business

5 December

The Case For An Alternate Bank

December 5, 2022February 28, 2023Dave Otto CFP®️ CLU®️ EPC®️ IBC®️BusinessNo Comments

The typical consumer and business owner is in a very precarious position if they rely on commercial bank lines of credit for their cash flow needs. To gradually minimize and ultimately eliminate this vulnerability, the business owner should set an alternate bank that provides similar services.

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31 January

1-Minute Business Plan Review

January 31, 2022February 17, 2022Dave Otto CFP®️ CLU®️ EPC®️ IBC®️BusinessNo Comments
Many businesses are very busy and tend to put off reviewing their business financial security planning. Odds are you’re one of them.   As a quick check to ensure you…
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20 October

Multi-Level Marketing. Making money with flow and ease!

October 20, 2021November 13, 2021Lori OttoBusinessNo Comments
Women, you are incredible! Not only do you work all day, keep your family organized and going, but many of you strive for even more, by joining a Multi-Level Marketing…
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Beware of Inflation - DO Financial (1)
4 October

Beware of Inflation

October 4, 2021April 7, 2022Dave Otto CFP®️ CLU®️ EPC®️ IBC®️BusinessNo Comments

Inflation warning and what it means to you

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Business planning ahead-DO-Financial.jpg
12 August

Business Owners Must Plan Ahead!

August 12, 2021November 13, 2021Dave Otto CFP®️ CLU®️ EPC®️ IBC®️BusinessNo Comments
“The small business person must plan ahead... Otherwise, the business will die when they do.” John Bulloch, Founder and former Chairman of the Board of Canadian Federation of Independent Business Owners…
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12 August

8 Budget Management Apps

August 12, 2021November 13, 2021Dave Otto CFP®️ CLU®️ EPC®️ IBC®️BusinessNo Comments
Expenses can add up really quickly. Try using one of these apps to help manage your costs and increase your savings! Budgeting and tracking your expenses doesn’t have to be tedious…
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Canada Life mandates win FundGrade A+ Awards - DO Financial
10 August

Canada Life mandates win FundGrade A+ Awards

August 10, 2021November 13, 2021Dave Otto CFP®️ CLU®️ EPC®️ IBC®️BusinessNo Comments
We’re confident the Canada Life™ fund shelf is relevant, competitive and positioned to win now and in the future – and we aren’t the only ones who think so. Several…
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9 August

A tax reduction strategy for business owners in Ontario

August 9, 2021November 13, 2021Dave Otto CFP®️ CLU®️ EPC®️ IBC®️BusinessNo Comments
Business owners often have a significant portion of their savings held within their corporations. Read on with an open mind to see how corporate-owned life insurance can help mitigate or…
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2 August

Transition your business to new ownership with succession planning in Ontario

August 2, 2021April 20, 2024Dave Otto CFP®️ CLU®️ EPC®️ IBC®️BusinessNo Comments
If you’re a small business owner and you haven’t made a succession plan, now is a good time to start.  You can help your business change ownership smoothly with careful…
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Financial security planning for businesses - DO Financial
24 June

Financial security planning for businesses

June 24, 2021November 13, 2021Dave Otto CFP®️ CLU®️ EPC®️ IBC®️BusinessNo Comments
Questions you may have asked yourself: ·        How do I deal with my retained earnings in a tax-effective manner? ·        Am I taking advantage…
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Recent Posts

  • Rethinking Wealth Wisdom November 1, 2024
  • The #1 thing business owners want to talk about these days. May 31, 2024
  • Podcast: Building Real Financial Security Using Sound Money & Privatized Banking May 31, 2024
  • NEW Best Practices for Financial Planning Success March 20, 2024

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  • Health & Dental Insurance
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About Us

Get the whole picture…

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Real peace of mind is that feeling you get when your life, work, and money are in sync. Why? Because you took the time to plan, with all three in mind.

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Information

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  • FAQ
  • Testimonials
  • Whole Picture Planning
  • What we do
  • Becoming a Client
    • Becoming a Client
    • New Client Roadmap
    • Who we work with
  • Let’s start building your financial plan
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Service Areas

  • We serve ALL of Ontario, including:
    • Brantford
    • Burlington
    • Brantford
    • Cambridge
    • Guelph
    • Hamilton
    • Kitchener
    • London
    • Mississauga
    • Oakville
    • St. Catharines
    • Toronto
    • Woodstock
  • We serve ALL of Alberta, including:
    • Calgary
    • Edmonton
    • Leduc
    • Lethbridge
    • Lloydminster
    • Red Deer
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