DLD FINANCIAL GROUP LTD

DLD FINANCIAL GROUP LTD

VANCOUVER CERTIFIED® FINANCIAL PLANNER PROFESSIONALS SINCE 1999

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.

EVERYONE HAS DIFFERENT IDEAS ABOUT
WHAT THE GOOD LIFE IS
For some of our clients, the good life means retiring comfortably in their dream home. For others, it is getting away from home by vacationing several times a year. It can also mean ensuring that your children have access to a good education without inheriting debilitating student loans as their graduation gift. To others, the good life is defined by having the time and freedom to contribute to an important cause or having the cash to leave a sizable endowment as their legacy.

NO MATTER HOW BIG YOUR DREAMS ARE

WHATEVER YOUR ASPIRATION

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.

SECOND OPINION SERVICE
WHAT CAN A FINANCIAL PLANNER DO FOR YOU?