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.
Whole life insurance can aid education savings, but Kelly Ho says it’s best as a long-term supplement....
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“Buy now, pay later” can help with big purchases, but experts like Kelly Ho warn that frequent use for everyday expenses can lead to debt....
MediaJoin David Drummond, Founding Partner at DLD Financial, as he breaks down key financial topics in a clear and approachable way. Whether you’re planning for retirement, growing a business, or just want expert advice, these videos offer practical insights to help you take control of your financial future. Like, comment, and subscribe for more Canadian wealth-building tips!
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DLD Certified Financial Planners® are caring, personable professionals who take the time to truly understand each client. We build strong relationships, take a genuine interest in your goals, and work closely with you to design a comprehensive plan that reflects your unique needs and long-term vision. Contact us to schedule a meeting and explore your financial future — or hear directly from our clients by reading our testimonials.