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Financial Planning Case Study


Call us today to arrange a free consultation to assess your current financial picture and begin the process of preparing an achievable financial plan.





The backbone of DLD Financial Group's success is consistency and an understanding that continuity of services is what builds and maintains excellent relationships. We have developed our own process, The Strategic Planning ApproachTM, as a formulaic guide to developing an ideal financial plan that aligns with each client's specific goals.

We go to great effort to understand and document your financial objectives as well as your existing asset classes including your real estate. We also calculate your after-tax cash flow.

Once we know your complete financial picture, we use a combination of financial products to assist you in reaching your goals.


The Strategic Planning Approach




Our financial product offerings include the following:

Segregated funds


Registered retirement savings plans

Retirement income funds

Lifetime income benefit

Insured retirement plans

Life income funds


Term deposits

Guaranteed investment certificates

Group health benefit plans

Term life insurance

Whole life insurance

Disability insurance

Critical illness insurance


Investment loans

Health & welfare trusts

Registered education savings plans

Tax-Free saving accounts

Universal life insurance, and

Non-Registered investments

After a financial plan is implemented, the DLD team continually monitors strategies and portfolios to ensure that each client remains informed and up-to-date regarding all elements of their financial plan. DLD is an independent firm and the advice provided to each client is reflective of this.


DLD Memberships and Certifications

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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