DLD FINANCIAL GROUP LTD.

VANCOUVER CERTIFIED FINANCIAL PLANNER^® PROFESSIONALS SINCE 1999.

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.

EVERYONE HAS DIFFERENT IDEAS ABOUT

WHAT THE GOOD LIFE IS

For some of our clients, the good life means retiring comfortably in their dream home. For others, it is getting away from home by vacationing several times a year. It can also mean ensuring that your children have access to a good education without inheriting debilitating student loans as their graduation gift. To others, the good life is defined by having the time and freedom to contribute to an important cause or having the cash to leave a sizable endowment as their legacy.

GET STARTED

NO MATTER HOW BIG YOUR DREAMS ARE

WHATEVER YOUR ASPIRATION

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.

> Contact us for a complimentary

SECOND OPINION SERVICE

> Watch the video

WHAT CAN A FINANCIAL PLANNER DO FOR YOU?

“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.
"I would recommend Dave and his team to friends and family without hesitation."
Nick Demare, CA, President - Chase Management Ltd.
"Kelly takes a genuine interest in my life, is always even keeled, focused on how to achieve long term goals and willing to take the time needed to answer my questions, even the hard questions."
Matt L., Legal Counsel, BC Public School Employers' Association
"We use Ryan at DLD Financial Group for our employee benefits. He is always organized, has all the info we need and makes sure we get the best rate possible … we love this guy!"
Erik Jensen, owner, Sprucehill Custom Homes and Renovations
"One key thing that sets Kelly and DLD Financial apart is the philosophy of how they do business. Working with them is like working with family. And while their boutique size allows for a very personalized approach, they have access to the full range of financial products to meet their client’s needs."
Dr. Nathan U. & Arthur Y., Physician & Project Manager
"Kelly has taken me from a high-earner without much to show for it, to a guy with a solid financial plan. She provides sound, personalized and practical advice tailored specifically to my needs. She is invaluable to me and my family."
Martin Sheard, Founder - Inlet Employment Law