DLD FINANCIAL GROUP LTD

DLD Financial News & Media

We help you attain the good life, so you can focus on living it

Scroll through our quarterly Money Thoughts Newsletter, Monthly Investment Commentary, and also articles in the media to learn more about DLD Financial Group Ltd. We treat your investments as if they are our own money. Preservation of capital is a cornerstone to an effective financial plan. As a result, you can feel secure in the knowledge that we don’t believe in unnecessary risk.

DLD Webinars & Podcasts

Rubina Ahmed-Haq speaks with Kelly Ho about the Central Banks' aggressive rate hikes and variable rate mortgages.

August 21, 2023

Certified Financial Planner Kelly Ho, speaks on how to quickly lower you debt on this Episode of "For What It's Worth" with Rubina Ahmed-Haq.

July 22, 2023

DLD Quarterly Webinar - New DLD team, Quarterly Wealth Update with Setanta Asset Management

April 2, 2023

With all the bleak economic headlines, it’s impossible not to wonder if we’re in for a recession.

November 9, 2022

Jack Manley and David Brown of JP Morgan share their insights on capital markets and ESG investing.

September 26, 2022

2022 Market Outlook featuring value investing principals, inflation and volatility.

February 10, 2022

Live Webinar on Year end tax tips with John Yanchus, CPA, CA, TEP at Canada Life.

November 25, 2021

Economic and capital markets update and information about investing in China

October 21, 2021

Kelly explains common financial issues faced by lawyers at all stages of their career and strategies one can employ to maximize financial success. (FACL BC Podcast)

October 13, 2021

Fridays with FACL BC - Financial Planning for Lawyers with Kelly Ho.

June 4, 2021

Canada Life offers webinars that feature conversations with some of the top portfolio managers of funds available on the Canada Life wealth shelf.

May 27, 2021

Capital Markets Update with Mark Campbell, District Sales Manager, Strategic Partnerships at Mackenzie Investments

May 4, 2021

The Needle and the Damage - un-Done with Chris Lane. This webinar includes an update on capital markets and economic expectations for 2021.

December 15, 2020

Capital Markets Update with Chris Lane, Vice President, GLC Asset Management. This webinar includes an update on capital markets and economic data for what we expect to see depending on the election outcome.

October 27, 2020

DLD Financial special guest: Christine Wilson, Advanced Planning Strategist Living Benefits talks about the importance of Critical Illness Insurance.

September 29, 2020

Our special guest – Timothy Ho, CFA provides a market update along with the differences between COVID-19 and the Financial Crisis in 2008.

July 24, 2020
DLD Money Thoughts & Market Updates

DLD Quarterly Money Thoughts (February 2024) includes: RRSP Contribution Deadline, FHSA – straight forward, but not! Fund manager spotlight: Connor Clark & Lunn and DLD’s BIG MOVE!

February 26, 2024

DLD Quarterly Money Thoughts (Dec 2023) includes: 2024 TFSA and RRSP Contribution Limit, FHSA Contributions, RESP – Dec 31, 2023, New Granville office & DLD in the Community.

December 13, 2023

DLD Money Thoughts (Sept 2023) includes: FHSA Recap, Good news on whole life insurance investment results, Northcape Capital, DLD in the Media & Summer Recap

September 18, 2023

DLD Money Thoughts Summer Edition includes: New Team Members, Testimonial & Google Review Contest, and DLD in the Media – “How to survive summer break on a budget”

June 13, 2023

DLD Quarterly Money Thoughts (April 2023) includes: What happened with the U.S. Banks? FHSA, 2023 Budget Highlights and DLD Spring Break Highlights

April 4, 2023

DLD Quarterly Money Thoughts (Jan 2023) includes RRSP Contribution Deadline for 2022 Taxes, TFSA Annual limit contribution increase and DLD Charitable Impact in 2022.

January 17, 2023

Money Thoughts (October 2022) includes JP Morgan Webinar, Market volatility continues, Another CFP at DLD and DLD in the Media: FORUM Magazine & ELLE Canada.

October 4, 2022

Money Thoughts (June 2022) includes Revisiting the 10 Basic Truths about Investing & Economic Outlook, Live Webinar with Galibier Capital Management and we won an award!

June 23, 2022

Money Thoughts (March 2022) includes Market Volatility, DLD 2022 Market Outlook Webinar (Recording available) and DLD in the Media.

March 1, 2022

Money Thoughts (December 2021) includes DLD Year-End Tax Tips Webinar video, RRSP Contribution Deadline, and DLD in the Community – The SHRED Athletic Society

December 21, 2021

DLD Quarterly Money Thoughts (September 2021) includes DLD in The Globe & Mail, FP Canada: Take Control of your Health, DLD in the Community – SHRED Society Event.

September 14, 2021

DLD Quarterly Money Thoughts (June 2021) includes DLD in the Media - FP Canada Feature, Group Benefits and Monthly Investment Commentaries.

June 28, 2021

The 2021 Federal Budget tabled by Finance Minister Chrystia Freeland on Apr 19, 2021, contained several proposals that will impact the financial, tax & estate plans of Canadians.

April 26, 2021

RRSP contribution deadline reminder - Monday, March 1, 2021. Also, we look forward to exploring the opportunities that our Second Opinion Service may provide your friends & colleagues.

January 28, 2021

DLD Money Thoughts includes GLC Market Matters, DLD's new "Momentum Analysis" and our Critical Illness Insurance Webinar Recording with Christine Wilson.

October 22, 2020

With the ever changing developments, we thought it would be helpful to highlight some of the Federal and Provincial Economic Responses to COVID-19 that may apply to you.

July 30, 2020

With the ever changing developments, we thought it would be helpful to highlight some of the Federal and Provincial Economic Responses to COVID-19 that may apply to you.

April 5, 2020

To ensure that we keep our staff, planners and clients safe, we are implementing a work-remote policy until further notice.

March 17, 2020

In light of a very volatile day in the markets yesterday, we wanted to provide you with some commentary to help you understand what's happening and why.

March 10, 2020

In light of the recent market volatility we've been experiencing this week, we thought we'd provide some perspective on the evolving situation.

February 28, 2020

Please get in touch with Dave, Kelly or Ryan to get your contributions into your RRSP in advance of the March 2nd, 2020 deadline for the 2019 Tax Year.

January 23, 2020

See the “2019 Year End Tax Tips” article for some great tips for Investors, Families with students, Family members with disabilities, Charitable donors, Individuals with changes to tax rates and Incorporated business owners.

December 11, 2019

Most of you will have received one or more packages from Canada Life asking you to vote if you're in or not in favour of the amalgamation of London Life

September 19, 2019

Most of us are familiar with the RESP (Registered Education Savings Plan) where one is eligible to receive 20% ($500/year) in federal government grants.

July 15, 2019

This Special Report highlights proposed government initiatives and tax proposals of greatest interest to our members and their clients.

April 11, 2019

We thought we would get in touch as December 2018 was a particularly poor month in the equity markets and you will see this projected on your Quadrus Quarterly Investment Statements

February 7, 2019

Please get in touch with Dave, Kelly or Ryan to get your contributions into your RRSP in advance of the March 1st 2019 deadline for the 2018 Tax Year.

January 16, 2019

Given the recent market volatility driven mainly by concerns about trade we thought the illustration below would help highlighting the emotional roller coaster of investing.

December 13, 2018

Dave discussed the lobbying efforts CALU has made to review the effects of the tax changes implemented earlier this year for business owners and employees.

October 17, 2018

The US government continues to turn up the heat on trade. Understandably, you may be wondering what this means for the economy, the markets, and your investment portfolio.

July 15, 2018

We share our market views and investment insights to help keep your investment plans (and focus) moving forward, and leave the mistakes in the rear-view mirror.

May 29, 2018

High flying stock markets began to roll over late in January and sold-off sharply Monday afternoon, February 5, 2018. Fast-paced market corrections can understandably cause anxiety...

February 6, 2018

Please get in touch with us well in advance of the March 1, 2018 contribution deadline if you would like to make a top-up contribution or acquire an RRSP loan for the 2017 tax year.

February 2, 2018

As year-end approaches, now is a particularly good time to review your personal finances and take advantage of any tax planning opportunities that may be available to you before the December 31 deadline.

December 18, 2017

If you have never worked with a Financial Advisor, you may be asking yourself if working for a professional is a right fit for you to achieve financial success.

November 8, 2017

A big thanks to those that took action against the original tax proposals put forth by our federal government.

October 26, 2017

How the proposed federal tax reform will affect you and what you can do about it.

September 6, 2017

Tax Planning for Private Corporations Threatened: In short, the government has proposed to remove tax advantages available for business owners to equalize the tax consequences faced by workers in the highest marginal tax bracket.

August 23, 2017

Today, Canadians have a choice in how they pay for financial advice. Proposed government changes may change that.

May 1, 2017

RRSP contributions must be submitted to us by March 1, 2017 to receive your tax receipt for your 2016 taxes. Also, learn about CRM2.

January 1, 2017

DLD Financial offers a few tips unique to the 2016 year end.

December 31, 2016

Effective January 1, 2017: The government has introduced new tax legislation that’s designed to modernize life insurance exempt testing.

September 6, 2016
DLD In the Media

CBC Radio and Rubina Ahmed-Haq spoke with Kelly Ho about highlights from the Federal Budget that could save you money.

April 18, 2024

The Toronto Star spoke with Kelly Ho about how loyalty programs can offset any food price increases coming our way.

March 10, 2024

Some Canadians may pay off debt, set up an emergency fund or contribute to their TFSA or RRSP with their year-end bonuses.

January 22, 2024

Yahoo Finance Canada spoke with Kelly Ho to discuss the best ways to save money in the grocery aisle.

December 7, 2023

A recent poll reveals that 75 per cent of students find it very hard to afford post-secondary education.

November 22, 2023

Experts warn that consumers should do their research for Black Friday, because not every deal is a good one.

November 21, 2023

Second-generation Canadians, who embrace both cultures and want their financial plans to reflect this.

September 15, 2023

Tips for acing your applications to student loans/grants, and using financial aid to pay for school.

August 27, 2023

The Financial Post spoke with financial expert Kelly Ho about subscription cloud storage - is it worth it?

August 22, 2023

OMNI Cantonese spoke with financial expert Kelly Ho about the 2023 Financial Stress Index Report results.

August 21, 2023

The Toronto Star spoke with Kelly Ho about the outrageous price of concert tickets and how to scoop them up at a discount.

August 20, 2023

New research from the 2023 FP Canada™ Financial Stress Index finds that working with a CFP® professional or QAFP® professional can put you on the path toward financial well-being.

June 15, 2023

Summer is quickly approaching, an eight-week stretch that often creates stress for working parents in search of quality, affordable camps and activities.

May 11, 2023

Canadians are being advised of their unconscious spending habits this holiday season.

November 21, 2022

Check out Kelly Ho's comments in ELLE Canada's October 2022 issue in the Money Matters article: Get your finances in order with a deep-dive tune-up.

October 7, 2022

Kelly Ho was featured in our industry magazine - FORUM talking about the need for more female financial advisors to serve Canadians and how to reduce the barriers to entry.

September 29, 2022

Advisors can play a key role in helping clients determine whether they truly cannot afford higher mortgage payments.

July 22, 2022

CTVNews.ca video Canadians more worried over high prices than their health or relationships, study finds

June 7, 2022

The 2022 FP Canada™ Financial Stress Index reveals that Canadians say money is their biggest source of stress

June 7, 2022

CTVNews.ca reports: A new survey has found that Canadians are feeling stressed from soaring inflation, particularly from higher grocery prices.

June 7, 2022

Kelly Ho explains how spouses can share tax credits to take full advantage of a particular deduction.

April 6, 2022

You’re finally ready to retire. But have you mapped out your key numbers and figured out how you’re going to afford it?

March 31, 2022

CTVNews.ca spoke with financial expert Kelly Ho about what you should and shouldn’t consider when it comes to rising gas prices. 

March 9, 2022

The Globe and Mail spoke with Kelly Ho, discussing how clients are thinking more about their future financial goals as inflation rises and pandemic worries start to ease a bit.

February 17, 2022

CTV News consulted Certified Financial Planning Professional Kelly Ho with Vancouver’s DLD Financial Group Ltd to discuss the top tips to tame household debt.

February 15, 2022

DLD Quarterly Money Thoughts (September 2021) includes DLD in The Globe & Mail, FP Canada: Take Control of your Health, DLD in the Community – SHRED Society Event.

September 14, 2021

The Globe and Mail consulted Certified Financial Planning Professional Kelly Ho with Vancouver’s DLD Financial Group Ltd to discuss the benefit of giving your kids inheritance before you die.

September 7, 2021

DLD Quarterly Money Thoughts (June 2021) includes DLD in the Media - FP Canada Feature, Group Benefits and Monthly Investment Commentaries.

June 28, 2021

Kelly Ho: The Mentor. A "day in the life" interview for FP Canada. Learn how Kelly got her start, and is now a partner at DLD Financial Group and Certified Financial Planner.

May 14, 2021

Longer tenures present a shift that certified financial planner Kelly Ho is seeing in her practice in Vancouver as partner at DLD Financial Group Ltd.

September 9, 2019

With fewer Canadian employees covered by defined benefit pension plans, financial advisors recommend people need to take the wheel of their own financial car.

October 9, 2017

Wondering which stocks to buy? Why not take cues from investing legend Warren Buffett and simply copy his portfolio?

October 29, 2015

Gas prices across Canada are starting to creep back up, butt they’re still well below what they were last summer. That means extra money in your pocket. What to do with it?

February 6, 2015

Mortgages are typically something people can’t wait to get rid of, the kind of burden that keeps lottery-ticket sales going strong. But for some, it seems that taking on a mortgage is a good thing.

July 11, 2014

First comes love, then comes … a shared credit card? Maybe, maybe not, but the majority of Canadians in a serious relationship have combined at least some of their finances.

November 4, 2013

Whether they're on the road to a financially secure retirement or not, people are well-versed in the concept of saving for their golden years. But three quarters of Canadians have no financial plan to pay for long-term care if they needed it, according to a new poll commissioned by the Canadian Life and Health Insurance Association (CLHIA).

July 6, 2012

  • "Kelly has been such a close trusted advisor, and helped us navigate big chapters of our lives. And we wouldn’t be where we are today without her involvement. I cannot recommend Kelly and DLD Financial highly enough!"

    Dr. Nathan U. & Arthur Y., Physician & Project Manager

  • "Easy to work with and great advice. Dave and team great to work with and know their stuff!!"

    Eric B - Insurance Provider

  • "DLD provides proactive advice and they keep me on top of my investment planning. They have taken the time to understand my situation and provide a tailored plan."

    Mark N - Lawyer and Partner