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Financial Planning Case Study

  • Due to our commitment to client confidentiality, we couldn't provide a real-life example. This illustrative case study is based on typical financial situations we manage. To hear what real DLD clients have to say, see ourĀ testimonials.


Meet the Smiths

The Smiths are a family of four Vancouverites. Ryan (41) and Rachel Smith (39) have been married for fifteen years and have two children: Lauren (11) and Curtis (13).


Ryan manages a business he inherited from his father two years ago (R&R Import/Export) while Rachel has her hands full as a stay-at-home mom.


At the breakfast table, Rachel and Ryan often chat about how they can better provide for their children.


One of their dreams is to be able to buy a second home in Whistler, a frequent winter vacation destination and where they originally met. They also wonder what their retirement will look like.


They've worked with brokers and their bank to purchase various financial products. However, they don't have a master roadmap to align their current financial strategies and ensure that their goals and dreams are within financial reach.

» Financial Snapshot


The partners at Strategex Group value the relationship with DLD. The two companies share a common philosophy of providing excellent customer service and a desire for creative innovative and custom tailored strategies for our clients. We are extremely appreciative of the high level of professionalism that Dave and his team provide. We look forward to maintaining and further developing our business relationship with DLD." ~ Lakh Multani, CA, Partner, Strategex Group Chartered Accountants & Management
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