Let's Talk one on one.
Call 604.681.7185
 

Kelly Ho, BA, CFP®, CCS™, ALMI
Certified Financial Planner®

Kelly HoKelly entered the financial services industry in 2005 upon her graduation from the University of British Columbia. She holds the Certified Financial Planner (CFP) designation and the Certified Cash Flow Specialist (CCS) designation. Among her peers, friends and family, Kelly is best known for her commitment to professional excellence, leadership in the community, and her passion for helping others.

Kelly is an active member of her industry professional association, Advocis www.advocis.com, and is a qualifier for the Million Dollar Round Table www.mdrt.org. She is a longstanding Kiwanis Club of Vancouver member who has carved her niche in the organization by working extensively in the area of youth initiatives.

 

Kelly is also fully conversant in Cantonese.

When Kelly's not meeting with clients and putting together cash-flow and financial plans, Kelly spends much of her time attending toddler activities with her son Donovan, attending various festivals around the city and planning her next family vacation with her husband Gabriel.

Contact: kelly@dldfinancial.com

 

<< Back to team page

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
>read more testimonials