DLD Financial Group is recognized as a premier financial planning firm — our professional expertise and principled approach result in our clients experiencing the highest standards of financial planning excellence. We are a downtown Vancouver-based full service financial planning firm specializing in working with professionals and business owners. We are building a business with a clientele that has reliability. We enjoy working with a select group of clients. We are broad based in that we prepare written financial plans for clients and address both sides of the balance sheet — assets and liabilities. At this time, we are building an Economic Enterprise. We enable clients to do what they want to do, while implementing a financial plan to help ensure their financial goals will be met — Living for today, planning for tomorrow.
Comprehensive Financial Planning through our trademarked process
Cash Flow Planning
Individual & Corporate Asset, Tax, and Estate Optimization
Investment Planning
Insurance Planning
Ascent Group Benefits™
Professionals
Business Owners
Opcos & Holdcos
High Net-Worth Families
Accredited Certified Financial Planner®
Certified Cash Flow Specialist™
Creator of The Strategic Planning Approach™
Providing Independent Advice Since 1999
Lifestyle creep is when higher income leads to higher spending, reducing savings. It can derail long-term financial goals....
Media
Kelly advises evaluating streaming subscriptions by calculating the cost per show watched to determine if they’re truly worth keeping....
Podcast/WebinarJoin David Drummond, Founding Partner at DLD Financial, as he breaks down key financial topics in a clear and approachable way. Whether you’re planning for retirement, growing a business, or just want expert advice, these videos offer practical insights to help you take control of your financial future. Like, comment, and subscribe for more Canadian wealth-building tips!
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DLD Certified Financial Planners® are caring, personable professionals who take the time to truly understand each client. We build strong relationships, take a genuine interest in your goals, and work closely with you to design a comprehensive plan that reflects your unique needs and long-term vision. Contact us to schedule a meeting and explore your financial future — or hear directly from our clients by reading our testimonials.