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Category: Women and Money

22 April

Success with Your Side Hustle! Overflow Options!

April 22, 2022April 22, 2022Lori OttoWomen and MoneyNo Comments

Side hustle successful? Now what?

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What Makes a Great Leader 10 Powerful Women Weigh in - DO Financial
13 October

What Makes a Great Leader? 10 Powerful Women Weigh in

October 13, 2021November 13, 2021Dave Otto CFP®️ CLU®️ EPC®️ IBC®️Women and MoneyNo Comments
What makes an effective, visionary leader? Some of the most interesting insights and answers to this question come from those who are considered trail-blazing leaders in their own right.  However,…
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What Makes a Great Leader 10 Powerful Women Weigh in - DO Financial
10 August

What Makes a Great Leader? 10 Powerful Women Weigh in

August 10, 2021November 13, 2021Dave Otto CFP®️ CLU®️ EPC®️ IBC®️Women and MoneyNo Comments
What makes an effective, visionary leader? Some of the most interesting insights and answers to this question come from those who are considered trail-blazing leaders in their own right.  However,…
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Why we, women, should get more involved in the financial planning conversation - DO Financial
31 May

Why we, women, should get more involved in the financial planning conversation

May 31, 2021April 18, 2022Lori OttoWomen and MoneyNo Comments
Why we, women, should get more involved in the financial planning conversation I am a woman, a wife, a mother, a sister, and a friend.   Money and finance were traditionally…
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6% of S&P 500 CEOs Are Women. Here's What We Can Learn From Them & Others - DO Financial
12 May

6% of S&P 500 CEOs Are Women. Here’s What We Can Learn From Them & Others

May 12, 2021November 13, 2021Dave Otto CFP®️ CLU®️ EPC®️ IBC®️Women and MoneyNo Comments
Although more women are being seen in senior management positions, we still see significant disparities - for every company run by a woman, there are almost 13 run by a…
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Studies Suggest Womens' Lack of Financial Confidence Is Affecting Their Investments. Here Are 5 Ways to Financially Empower Yourself (Or a Woman in Your Life) - DO Financial
6 May

Studies Suggest Womens’ Lack of Financial Confidence Is Affecting Their Investments. Here Are 5 Ways to Financially Empower Yourself (Or a Woman in Your Life)

May 6, 2021November 13, 2021Dave Otto CFP®️ CLU®️ EPC®️ IBC®️Women and MoneyNo Comments
According to a recent study, there is a found universal gender gap in financial literacy between men and women. However, while women reported not knowing the answers to more financial…
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5 Tips to Becoming a Successful Mompreneur - Blog - DO Financial
2 March

5 Tips to Becoming a Successful Mompreneur

March 2, 2021November 11, 2021Dave Otto CFP®️ CLU®️ EPC®️ IBC®️Women and MoneyNo Comments
Starting a business can be an extremely exciting and stressful time, which can become an even bigger juggling act when you are a parent. Being a mompreneur can be a…
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The Pink Tax What It Is and How Women Can Properly Budget for It - Blog - DO Financial
18 February

The Pink Tax: What It Is and How Women Can Properly Budget for It

February 18, 2021November 11, 2021Dave Otto CFP®️ CLU®️ EPC®️ IBC®️Women and MoneyNo Comments
Being a woman in 2021 continues to offer difficulties, considering females still often earn less than men and sometimes have to spend more, too.  Women generally pay more for a…
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The Women's Wealth Gap: How Women Can Close It in Ontario - Blog - DO Financial
16 February

The Women’s Wealth Gap: How Women Can Close It in Ontario – Blog – DO Financial

February 16, 2021November 11, 2021Dave Otto CFP®️ CLU®️ EPC®️ IBC®️Women and MoneyNo Comments
Women continue to push and exceed boundaries once set in the professional world often referred to as the "glass ceiling." Even as women continue to outperform men when it comes…
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6 Things Every Woman Needs to Know About Saving & Budgeting - Blog - DO Financial
14 February

6 Things Every Woman Needs to Know About Saving & Budgeting

February 14, 2021November 11, 2021Dave Otto CFP®️ CLU®️ EPC®️ IBC®️Women and MoneyNo Comments
Sticking to a budget and making fiscally responsible decisions will help you save enough money for emergencies and retirement. Here are the top six things every woman needs to know to maximize…
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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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  • FAQ
  • Testimonials
  • Whole Picture Planning
  • What we do
  • Becoming a Client
    • Becoming a Client
    • New Client Roadmap
    • Who we work with
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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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