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FINANCIAL PLANNING CASE STUDY

 

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 our testimonials.

 

Meet the Williams

John, 42, and Sarah, 39, are both successful professionals. John is a lawyer at a large firm and Sarah works in PR. They have one child and own their home in North Vancouver.  

 

They love living in Vancouver and fill their leisure time with skiing, hiking, and entertaining friends. Their son, Jason, plays in a local junior hockey league, and they try to take a family vacation at least twice a year.

 

With their busy lifestyle, they haven’t had the time to develop a comprehensive written financial plan yet. Now that Jason is older and they are both well-established in their careers, they’re starting to think about retirement planning, and wondering if they can make their money work for them more effectively.

 

» 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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