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  • THE DLD FINANCIAL TEAM

The members of the DLD Financial advisory team all are university graduates with additional specialized financial training and education. Our planners hold various designations including the Certified Financial Planner (CFP) designation and we rely on in-house, Vancouver based financial professionals who have earned financial designations such as Chartered Financial Analyst (CFA), Financial Management Advisor (FMA), and have completed other courses such as the Canadian Securities Course (CSC), the Professional Financial Planning Course (PFP), the Wealth Management Techniques Course (WMT), the Derivatives Fundamental Course, and the Conduct and Practices Handbook Course (CPH).

 

Click on the links below to find out more about each member of the DLD Team:

 

David Drummond Kelly Ho Shannon Barnes Greg Parent
David Drummond
BA, CFP

Certified Financial Planner®
e: david@dldfinancial.com
Kelly Ho
BA, CFP®, CCS™, ALMI

Certified Financial Planner®
e: kelly@dldfinancial.com
Shannon Barnes
BA

Marketing Consultant
e: shannon@dldfinancial.com
Greg Parent
CA, CFP, TEP

Tax & Estate Planning Specialist
       
Chantel Mattu Linda Dinh Ryan Stanimir  
Chantel Mattu
Client Care Coordinator
e: info@dldfinancial.com
Linda Dinh
Client Care Coordinator
e: linda@dldfinancial.com
Ryan Stanimir
Associate
e: ryan@dldfinancial.com
 

 

 

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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