DLD Financial Group is recognized as a premier financial planning firm – our professional expertise and principled approach result in our clients experiencing the highest standards of financial planning excellence.
We are a downtown Vancouver-based full service financial planning firm specializing in working with professionals and business owners. We are building a business with a clientele that has reliability. We enjoy working with a select group of clients. We are broad based in that we prepare written financial plans for clients and address both sides of the balance sheet – assets and liabilities. At this time, we are building an Economic Enterprise. We enable clients to do what they want to do, while implementing a financial plan to help ensure their financial goals will be met – Living for today, planning for tomorrow.
DLD Financial is here to help you turn your goals into reality by creating a financial plan. Contact us to arrange a meeting with Certified Financial Planner® Dave Drummond or Kelly Ho to discuss your financial planning needs at our offices in downtown Vancouver, or to hear what real DLD clients have to say, read our testimonials.