Skip to content
DO FINANCIAL CanadaDO FINANCIAL Canada
  • About
    • About Us
    • Our Team
      • Dave Otto
      • Lori Otto
    • Strategic Partners
    • FAQ
    • Testimonials
  • Whole Picture Planning
    • 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
  • Services
    • All Services
    • Insurance & Investment Products & Services
    • Health Insurance
    • Healthcare Spending Accounts (HSA)
    • Mortgages
    • Retirement Planning
    • Travel Insurance
    • Women and money
  • IBC®
    • IBC®
    • Authorized IBC®️ Practitioner
    • WHY US?
    • IBC® for Kids
    • IBC® for Business
    • IBC® for Real Estate Investors
    • IBC® Resources
  • Advice
    • Insights
    • More Insights
    • Inflation Learning & Fighting Resources
    • Financial Education – Quick Take Videos
    • Financial Calculators
    • 6 Best Practices of Whole Picture Planning
    • Get your free copy of Enough?
  • Client Login
  • Contact
    • Contact Us
    • Book a Conversation
    • Newsletter Subscription
    • We serve All of Ontario, incl
      • Brantford
      • Burlington
      • Cambridge
      • Guelph
      • Hamilton
      • Kitchener
      • London
      • Mississauga
      • Oakville
      • St. Catharines
      • Toronto
      • Woodstock
    • We serve All of Alberta, incl
      • Calgary
      • Edmonton
      • Leduc
      • Lethbridge
      • Lloydminster
      • Red Deer
  • Shop
0 $0.00

Category: Investments

RSP A new study has revealed that you may pay up to 23 times more - Blog post header - DO Financial
2 January

RRSP: A new study has revealed that you may pay up to 23 times more in tax than the tax you saved!

January 2, 2024June 26, 2024Dave Otto CFP®️ CLU®️ EPC®️ IBC®️InvestmentsNo Comments

A new study has revealed that you may pay up to 23 times more in tax than the tax you saved!

Read More
13 June

What is The Perfect Investment?

June 13, 2023May 23, 2024Dave Otto CFP®️ CLU®️ EPC®️ IBC®️InvestmentsNo Comments

What is the perfect investment? We dive in to find out. The answer will surprise you.

Read More
13 March

The Best Risk-Adjusted Return Investment Today Will Surprise You

March 13, 2023March 13, 2023Dave Otto CFP®️ CLU®️ EPC®️ IBC®️InvestmentsNo Comments
This article will address what risk-return trade-off is, what risk-adjusted return is, is it still pertinent today, and what is the best risk-return financial vehicle in the marketplace. Be sure…
Read More
3 March

How to Get The Best Investment Downside Protection Available

March 3, 2023March 3, 2023Dave Otto CFP®️ CLU®️ EPC®️ IBC®️InvestmentsNo Comments

The stock market falls in value an average of 46% of the days every year. This is what successful investors do for downside protection.

Read More
Are You Living in Your Calling - DO Financial
27 October

Are You Living in Your Calling?

October 27, 2021November 13, 2021Lori OttoInvestmentsNo Comments
Are you working a job? Have a career? Or Living in your Calling? Let’s first look at a job and career to determine what a calling is. A job usually…
Read More
Socially responsible investing - DO Financial
22 October

Socially responsible investing

October 22, 2021November 13, 2021Dave Otto CFP®️ CLU®️ EPC®️ IBC®️InvestmentsNo Comments
How you can invest in a way that matches your outlook You’re passionate about social and environmental issues and you want your investment portfolio to match your values. Enter responsible…
Read More
15 October

Learn to Treat Your Money Right, So That It Stays With You For A Long Time.

October 15, 2021April 18, 2022Lori OttoInvestmentsNo Comments
It’s no secret; we all wish for more money. Ask anyone. Then, why don’t more of us have more money? Why are some rich and others poor, even if they…
Read More
Canada Life makes investing simpler – new mutual fund names are here - DO Financial
22 August

Canada Life makes investing simpler – new mutual fund names are here

August 22, 2021November 13, 2021Canada LifeInvestmentsNo Comments
To make it easier for you to know what’s in your investment portfolio, Canada Life™ is updating their fund names to be more reflective of what the funds offer Let’s…
Read More
Improve Your Financial Wellness - DO Financial
17 August

Are You Guilty of These Bad Financial Behaviors? Here’s How to Improve Your Financial Wellness Once and For All

August 17, 2021November 13, 2021Dave Otto CFP®️ CLU®️ EPC®️ IBC®️InvestmentsNo Comments
Being financially literate means you have a good grasp on your finances, as well as what are considered positive financial habits. Maybe you contribute to your RRSP regularly, keep an…
Read More
Should risk-averse investors consider seg funds - DO Financial
12 August

Should risk-averse investors consider seg funds?

August 12, 2021November 13, 2021Dave Otto CFP®️ CLU®️ EPC®️ IBC®️InvestmentsNo Comments
When markets are volatile and head south, many investors climb the proverbial wall of worry. Some abandon the markets and head for the safety of cash and cash equivalents. Others…
Read More
1 2 3

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

Categories

  • Advice44
  • Become Your Own Banker18
  • Business35
  • Car Insurance1
  • Group insurance1
  • Health & Dental Insurance6
  • Health Spending Accounts (HSA1
  • Investments24
  • Life insurance13
  • Mortgages13
  • Personal16
  • Real Estate1
  • Retirement Planning21
  • Strategy28
  • Travel Insurance10
  • Uncategorized5
  • Wealth Management18
  • Women and Money14

Tag Cloud

  • Advice
  • Become Your Own Banker
  • Business
  • Car Insurance
  • Group insurance
  • Health & Dental Insurance
  • Health Spending Accounts (HSA)
  • Investments
  • Life insurance
  • Mortgages
  • Personal
  • Real Estate
  • Retirement Planning
  • Strategy
  • Travel Insurance
  • Uncategorized
  • Wealth Management
  • Women and Money

About Us

Get the whole picture…

Experience real peace of mind.
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.

> 1-800-337-6886
> Book a consultation

Top 3 Financial Advisors Calgary - DO Financial

Information

  • About Us
  • 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
  • Infinite Banking Concept
    • IBC®
    • IBC® for Kids
    • IBC® for Business
    • IBC® for Real Estate Investors
    • IBC® Resources

Quick links

  • All Services
  • Women and money
  • Advice
    • Inflation Learning & Fighting Resources
    • 6 Best Practices of Whole Picture Planning
    • Enough?
    • Financial Education – Quick Take Videos
    • Financial Calculators
    • Insights
  • Shop
  • Privacy Policy

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
Copyright © 2021 DO Financial. All Rights Reserved. Made with ♥ and caffeine by Interakt