DLD Financial Group is recognized as the 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 ensure their financial goals will be met – Living for today, planning for tomorrow.
DLD Financial is here to help you turn your goals into reality by creating a financial plan. Contact us to arrange a meeting with Certified Financial Planner® Dave Drummond or Kelly Ho to discuss your financial planning needs at our offices in downtown Vancouver, or to hear what real DLD clients have to say, read our testimonials.
"Kelly takes a genuine interest in my life, is always even keeled, focused on how to achieve long term goals and willing to take the time needed to answer my questions, even the hard questions."
"Dave continues to impress me with his knowledge and expertise when providing financial advice."
“Dave treats my finances in the same way he would his own, which is key for me. Thanks to everyone at DLD for making this one of the best financial decisions I’ve made as a small business owner. ”
"Kelly has taken me from a high-earner without much to show for it, to a guy with a solid financial plan. She provides sound, personalized and practical advice tailored specifically to my needs. She is invaluable to me and my family."
“Kelly has played an integral role in building my personal financial well-being over the past 10 years. I would highly recommend her services to others as she is knowledgeable, friendly and an expert in her field.”
"I would recommend Dave and his team to friends and family without hesitation."
“We are extremely appreciative of the high level of professionalism that Dave and his team provide.”