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.
Practical retirement insights to help Canadians make informed decisions about spending, taxes, withdrawals, and investing....
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Key financial decisions to consider in the final year before retirement, from RRSPs and TFSAs to CPP, OAS, taxes, and retirement income....
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Discover five things to reconsider before retirement, from downsizing and expenses to lifestyle choices, and how simplifying can create more freedom for the nex...
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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.
