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David Drummond, BA, CFP
Certified Financial Planner®

David Drummond, BA, CFPDavid has been helping people achieve their financial goals since 1999 and holds the Certified Financial Planner (CFP) designation. David is known among his peers, friends and family as an innovative thinker who invites and tackles challenges without defeat. He wants for his clients what he wants for himself- to work efficiently and effectively to enjoy the many facets of life. His ambitious nature has enabled him to create his own firm DLD Financial Group Ltd.

David also created "The Strategic Planning ApproachTM" to provide clients with a goal oriented planning process that provides clarity and optimizes opportunities. David is a member of Advocis www.advocis.com, and has been a qualifier for the Million Dollar Round Table since 2001.

David lives in a household of girls along with his wife Shannon and his two daughters, Sydney and Brianna, and their rescued dog Penny. Much of his spare time is spent mountain biking, snowboarding, travelling the world with family and friends, and coaching his girls’ sports teams.

Contact: david@dldfinancial.com

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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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