DLD FINANCIAL GROUP LTD

David Drummond

BA, CFP®, Founding Partner at DLD Financial Group Ltd.
Certified Financial Planner®

DLD Team - Meet Dave Drummond,

I have been helping people achieve their financial goals since 1999 and hold the Certified Financial Planner (CFP) designation. I am known among my peers, friends and family as an innovative thinker who invites and tackles challenges without defeat. I want for my clients what I want for myself- to work efficiently and effectively to enjoy the many facets of life. My ambitious nature has enabled me to create my own firm DLD Financial Group Ltd.

I also created “The Strategic Planning Approach™“ to provide my clients with a goal oriented planning process that provides clarity and helps optimize opportunities. I am a member of Advocis – The Financial Advisors Association of Canada, and have been a qualifier for the Million Dollar Round Table – The Premier Association of Financial Professionals since 2001.

I live in a household of girls along with my wife Shannon, my two daughters and our rescued dog, Penny. Much of my spare time is spent mountain biking, snowboarding, travelling the world with my family and friends, and coaching my girls’ sports teams.

e: david@dldfinancial.com

  • "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

  • "Dave anticipates our needs before we even know they are our needs. Dave has a calm, approachable manner that takes a lot of the mystery out of financial planning and makes it digestible and understandable. We feel like we have a solid approach to retirement, which creates peace of mind."

    Kacey K - Lawyer and Partner

  • "Really take the time to explain everything. Personal service, helpful, respond very quickly to emails or phone calls."

    Jackie P - Film Production Professional

  • "Very professional and pro active. I really appreciate Dave's high level of professional expertise and his dedication to providing a personalized investment plan for me and my family and any clients that I refer."

    Sean P - Accountant

  • "Quick response time to inquiries and accessibility."

    Steven A - Lawyer and Director

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

    Eric B - Insurance Provider

  • "Doing a great job! Dave is always there for me with great advice and helpful products and services! He provides outstanding service."

    Andre P - Consultant

  • "The whole team is very approachable. I never have a worry that I'm coming to you with a stupid question. Dave, Jasmeen and the team are incredible! Always available to answer even the simplest question. It's easy to work with them and takes the stress off our shoulders."

    Samantha B - Marketing Manager

  • "Dave is always available with helpful advice. I have worked with the team at DLD Financial for many years. I am always impressed with their knowledge and responsiveness. I'm very satisfied with the service that I receive and would recommend Dave Drummond and his team to friends and family!"

    John F - Lawyer

  • "DLD Financial, Ltd. has been excellent to work with for our financial planning needs. They are always available and well informed about the different investment tools and mechanisms that are available."

    Christopher G - Biologist

  • "Thank you David and the team over at DLD Financial for all your support over the years. A pleasure to do business with."

    Gabe H - Mortgage Broker

  • "I signed up with DLD Financial and my advisor, David Drummond. in December of 2017 and I couldn't be happier. I know for a fact, that I would never be on track towards my retirement goals the way I am with DLD. I feel confident that I have a financial profile that is managed for me and my needs and is looked at on a regular basis. I like that David keeps me updated to industry changes and fluctuations and quells any anxiety I may have about the financial ups and downs of investing. It's been a great experience so far and I look forward to seeing the growth as I save for my future. I feel very confident with the expertise and the support I get with DLD Financial and would highly recommend them to anyone who is looking to get honest, expert and personal one-on-one financial advice and retirement planning. I like the personal touch and involvement. I don't feel like a number. I feel valued.

    Robyn W - Film Producer

  • "DLD has been my financial advisor for over a decade. The whole team is dependable and reliable."

    Christopher S - Lawyer & Partner

  • “It’s tough finding a financial advisor to trust – how can you know they want what’s best for you? But Dave is that guy – he understands competing current/future priorities and takes the time to get to know his client’s needs. I was particularly impressed when he devised a creative solution to a complex pension/RRSP adjustment scenario that I would never have come to on my own. I always trust he has our best interests at heart!”

    Jennifer Wong - University Professor

  • "When I was introduced to Dave and his team at DLD Financial, there was min-correlation and cohesion in my planning. The team at DLD produced a plan that combined tax effective growth of personal and coup assets. The net worth forecasting is among my favourite tools to review each year with Dave."

    John Fiddick, Partner - Whitelaw Twining

  • "Dave continues to impress me with his knowledge and expertise when providing financial advice."

    Andre Powell, Partner - Deetkan Group

  • “Dave treats my finances in the same way he would his own, which is key for me. Thanks to everyone at DLD for making this one of the best financial decisions I’ve made as a small business owner. ”

    Leigh Walker, Partner - Lawrenson Walker Realty Advisors Ltd.

  • "Dave's intuitive and innovative advice has allowed me to implement different and successful approaches to my personal and corporate finances. I appreciate the high level of service, level of commitment, and the regular reviews."

    Nick Demare, CA, President - Chase Management Ltd.

  • "The step by step process that DLD uses has enabled me to allocate money where it best suits my needs and goals. I feel confident about my future knowing that my finances are in line without having to sacrifice my current lifestyle."

    David J. Bell, Partner - www.guildyule.com