DLD FINANCIAL GROUP LTD.

VANCOUVER CERTIFIED FINANCIAL PLANNER^® PROFESSIONALS — TRUSTED 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.

HELPING YOU LIVE

THE GOOD LIFE.

Everyone has their own idea of what the good life means. For some, the good life means retiring comfortably in a dream home. For others, it’s the freedom to travel often, fund their children’s education without burdening them with debt, or dedicate time and resources to a cause they care deeply about — even leaving behind a meaningful legacy.

At DLD Financial, we understand that the good life looks different for everyone. That’s why we designed the Strategic Planning Approach™ — a five-step, personalized process designed to align your financial plan with your unique goals and life circumstances. From your first Snapshot™ meeting to ongoing Momentum Analysis™, we deliver tailored strategies and continuous support to help you build lasting financial success.

OUR APPROACH

NEWS & UPDATES

MEDIA ARTICLES, VIDEOS AND INSIGHTS

09

Sep

Why Every Canadian Should Have an RRSP Withdrawal Plan Before Age 65

David Drummond explains why waiting until age 71 to start drawing from your RRSP may not always be the most tax-efficient approach....
YouTube
30

Aug

Canada’s interest rate prediction

Kelly joins Global News to discuss the impact on homeowners and warn variable-rate mortgage holders about hitting critical trigger rates....
Media
28

Aug

Constellation Explained: A Deep Dive with Keyridge Asset Management

Take a deep dive underneath the hood of Constellation portfolios to examine what makes this strategy uniquely positioned against other market solutions....
Podcast/Webinar
28

Aug

7 Things Quietly Wealthy Retirees Do Differently

Practical retirement insights to help Canadians make informed decisions about spending, taxes, withdrawals, and investing....
YouTube

READ ARTICLES WATCH VIDEOS

DLD FEATURED IN

REAL CLIENTS. REAL RESULTS.

Our Client Testimonials

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.

      EXCELLENT  
   Based on 21 reviews 
    
 
 
 
   
 
 
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   Donabel Santos 
 
 
 
  Kelly Ho and the DLD team have been helping our family for almost 10 years. She and her team are not only extremely professional, compassionate and responsive, but they really take care of you as a client and ensure your financial plans are sound and that it works for your unique situation. I've read the other reviews here and can attest that she's empathetic but firm, and non-judgmental about your situation and circumstance. She keeps her eyes on the goal - which is to get you the best financial plan AND RESULTS for you and your family. She has been highly recommended to me by a friend, and I am gladly recommending her to others as well.
  
 
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   Gosia Zobel 
 
 
 
  Kelly, and the DLD Team, have been helping my family and I meet our financial goals for over a decade. Kelly and Linda regularly demonstrate their immense expertise while tailoring customised financial planning options for us. We have properties and investments here and overseas - and Kelly has helped us navigate this with ease. We feel secure in our future knowing that Kelly is there to advise us! Highly recommend the DLD Team!!
  
 
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   Kevan Cote 
 
 
 
  Kelly has been amazing to us, taking the time to consider various financial options and clearly explain them to us. I would recommend DLD to anyone looking for financial advice or insurance options, specifically if you are new to investment and wanting help from a professional as we were.
  
 
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   Joanna Imoo 
 
 
 
  Kelly has been taking care of our financial planning needs for the past 3 years.  She has provided excellent service and expertise. We appreciate the time she spends to make sure she gets our details right and fully understands our goals. She and Linda are always quick to respond to our questions throughout the year. Finances are an important part of life and we are thankful we have Kelly on our team!
  
 
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   Tara Clark 
 
 
 
  I’ve worked with Kelly Ho for many years and have enjoyed the process we’ve gone through every step of the way.
  
 
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   Amanda Watson 
 
 
 
  Kelly Ho has taken the stress out of financial planning, which for us has been huge. She shows us how we can save and invest to meet our goals as our financial and life circumstances change. She is so knowledgable about how to create a budget and savings plan that mitigates risk and optimizes cash flow. I know that if anything changes in our situation or we are met with unforeseen challenges, she will be extremely helpful and compassionate. Kelly has introduced us to products that we would otherwise not know about. She is also so empathetic and non-judgmental about the ebbs and flows of financial health! I recommend her to all of my friends.
  
 
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   Raina Vinod 
 
 
 
  Kelly is professional and thorough and most importantly we trust her. She takes the time to understand the full picture, and provides strategic advice and a financial plan that aligns to our goals. We are fortunate to work with her. -Raina Colonval
  
 
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   Chris Hefford 
 
 
 
  Ryan is great to work with. He is always willing to help and provide suggestions. I would highly recommend to anyone who is looking for financial advice!!! I look forward to our investment chats.
  
 
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   Claudia Poon 
 
 
 
  We've been working with Kelly and her team for several years and have always appreciated her relevant and timely advice and support as we navigate life changes, career moves and our financial goals.
  
 
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   Olivia Yin 
 
 
 
  Kelly has been an amazing advisor for our personal investment and my family business for years. Highly recommended!!!