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 optimizes 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 and my two daughters, Sydney and Brianna, 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.
"Dave continues to impress me with his knowledge and expertise when providing financial advice."
“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. ”
"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."
"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."