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DLD FINANCIAL CLIENT TESTIMONIALS

The DLD team consists only of caring and personable individuals that know each of their clients personally and we take a personal interest in them. You will note that each of our testimonials is signed by an actual client with their full name attached.

 


 

"Kelly Ho is a great financial planner. She is able to provide a variety of possible avenues for saving or investing, and can break down complex financial structures into easily digestible pieces to understand. As a result, I have always felt comfortable sitting down with Kelly, because she listens and moves with me, introducing concepts at a pace that is neither too fast nor slow. Her professionalism and strong ethics shine through along with her friendly, open manner. 

 

One thing that I particularly appreciate about Kelly is her ability to respond to sudden changes. When I was going through a transitional phase, she adjusted my plans so I had sufficient access to liquidity while ensuring that key investments were not being ignored. She also stayed in regular contact with me so that she could further vary my contributions if necessary. In doing this, she helped give me peace of mind, allowing me to focus on other key tasks at hand. 

 

For any professional thinking of setting up an introductory meeting with Kelly, I would wholeheartedly recommend doing so."

 

James Leong, Lawyer

 


 

"I've been working with Kelly for the past five years, and have nothing but good things to say about her as my financial advisor. During this time, my career has advanced significantly; Kelly has been a thoughtful and engaged partner in helping me reach my financial goals through all stages of my career. When we started working together I struggled with basic money management and had no planning or process in place. Kelly helped to build a structure that worked for me in achieving short and long-term goals, and she introduced simple tactics that made managing day-to-day finances easy and - dare I say it? - kind of fun. She explains finances in an approachable and understandable manner, and I can say from evidence that her counsel is the single most significant factor in my ability to achieve my financial goals and protect against risk. I would recommend her to any young professional looking to plan for a lifetime of financial success!"

Becca Young, Vice President
Edelman Public Relations




"I am very grateful to have met Dave and hired DLD Financial to provide me with creative financial planning ideas. 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
Guild, Yule & Company LLP Barristers & Solicitors




"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 Consultants




"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. I would recommend Dave and his team to friends and family without hesitation."

Nick Demare, CA, President
Chase Management Ltd.




"As the owner of a business that fabricates precision gears, I know the importance of paying attention to all the details. Kelly Ho of DLD Financial understands this concept. Kelly has provided me with a comprehensive financial plan and she has always been a pleasure to deal with.

I would not hesitate to refer other people who need financial planning advice to Kelly."

Vinnie Lai, Owner,
Golden Gears Ltd.




"I have dealt with Dave for over 2 years and he constantly exceeds my expectations without the traditional high pressure sales pitch normally associated with Life Insurance professionals.

As a financial planner, his scope of investment and insurance product offerings is very large."

Steve Harpur, CGA

 

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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