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FINANCIAL PLANNING CASE STUDIES

Click on the links below to view case study details and financial recommendations by DLD Financial.

 

Financial Planning Case Study

 

Can the Smiths ensure that
their goals are within financial reach?

This case study features a family of four Vancouverites with dreams to buying a second home in Whistler. They also wonder what their retirement will look like.

 

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Retirement Planning

 

Retirement Planning:
RRSP vs. Corporate Savings

Should the shareholder of an incorporated business save for retirement through corporate investments or through an RRSP?

 

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Financial Planning Case Study

 

After divorce, can Jack, 53,
get in touch with his retirement?

This case study was featured in the Globe and Mail as part of a series of portfolio makeovers that focus on the issues of investors who are in the 50-plus age range.

 

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When does it make sense to purchase a primary residence?

 

When does it make sense to
purchase a primary residence?

This case study shows two different financial snapshots to determine if they should purchase a primary residence.

 

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Financial Planning Case Study

 

Can the Williams family make their
money work for them more effectively?

Both well-established in their careers, John & Sarah are thinking about retirement and wondering if they can make their money work for them more effectively.

 

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What about when you are a young couple with young kids

 

Can a Cash Flow Plan work for a young couple with young kids?

It might seem easy to find money later in life, but what about a young couple with kids? Can a Cash Flow Plan work for you?

 

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Kelly Ho is a great financial planner. She is able to provide a variety of possible avenues for saving or investing, and can break down complex financial structures into easily digestible pieces to understand. As a result, I have always felt comfortable sitting down with Kelly, because she listens and moves with me, introducing concepts at a pace that is neither too fast nor slow. Her professionalism and strong ethics shine through along with her friendly, open manner. " ~ James Leong, Lawyer
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