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Category: Personal

The Goal You Need to Start Going After - DO Financial
26 October

How to Achieve Your Greatest Goals

October 26, 2021April 18, 2022Dave Otto CFP®️ CLU®️ EPC®️ IBC®️PersonalNo Comments
Having goals provides us with a clear direction of where we want to go, when we want to get there, and how we will do it. It gives us more…
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19 October

Luxury

October 19, 2021November 13, 2021Lori OttoPersonalNo Comments
Most think that luxury costs a lot of money but that’s no necessarily so. Find out how we can experience luxury in our everyday lives and the purpose of pursuing…
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12 August

How To Overcome Negative Emotions Around Money

August 12, 2021November 13, 2021Dave Otto CFP®️ CLU®️ EPC®️ IBC®️PersonalNo Comments
If money were an emotion, what would it be, negative or positive? Would it give you tears of gratitude, joy and peace? Or tears of guilt, fear, and loss? We…
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28 July

Circle of Trust

July 28, 2021November 13, 2021Dave Otto CFP®️ CLU®️ EPC®️ IBC®️PersonalNo Comments
Did you see the movie Meet the Parents?  It is a comical movie about a young man meeting his girlfriend’s parents for the first time. Robert DeNiro, plays the girls…
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27 July

Celebrating Canada Day During Coronavirus

July 27, 2021November 13, 2021Dave Otto CFP®️ CLU®️ EPC®️ IBC®️PersonalNo Comments
Cancelled fireworks, some closed beaches, socially distant barbeques … No, this probably isn’t going to be the Canada Day we were all hoping to enjoy. But even though Covid-19 has…
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Either, Or - DO Financial
26 June

Either, Or

June 26, 2021November 13, 2021Dave Otto CFP®️ CLU®️ EPC®️ IBC®️PersonalNo Comments
Do you have an either, or mindset? I know I have. Growing up we often hear the message “you don’t need that” or “ is that a want or a need?” I know…
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10 Quick Facts on... Remembrance Day - DO Financial
21 June

10 Quick Facts on… Remembrance Day

June 21, 2021November 13, 2021Dave Otto CFP®️ CLU®️ EPC®️ IBC®️PersonalNo Comments
Remembrance Day was first observed in 1919 throughout the British Commonwealth. It was originally called “Armistice Day” to commemorate armistice agreement that ended the First World War on Monday, November…
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The mayonnaise jar and the beer - DO Financial
19 June

The mayonnaise jar and the beer

June 19, 2021November 13, 2021Dave Otto CFP®️ CLU®️ EPC®️ IBC®️PersonalNo Comments
Here is a little story that I thought you might like: A professor stood before his class and had some items in front of him.  When the class began, wordlessly…
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5 of the Top TED Talks About Personal Finance - DO Financial
16 June

5 of the Top TED Talks About Personal Finance

June 16, 2021November 13, 2021Dave Otto CFP®️ CLU®️ EPC®️ IBC®️PersonalNo Comments
Since 1984, the TED non-profit organization has been providing powerful, 18-minutes or less talks in a way in which “technology, entertainment and design converge.”1 Today, they offer a range of topics…
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Bullet Journal Your Way Toward a Budget - DO Financial
8 June

Bullet Journal Your Way Toward a Budget

June 8, 2021November 13, 2021Dave Otto CFP®️ CLU®️ EPC®️ IBC®️PersonalNo Comments
Most of us have tried at least once to set a budget and stick to it. For many, apps on their phone or spreadsheets on the computer help them achieve…
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Recent Posts

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About Us

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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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Top 3 Financial Advisors Calgary - DO Financial

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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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  • 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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