Anna Liu

"Kelly and her team have been incredible to work with. Attentive and caring, she really looks after her clients. She is very professional and knowledgeable in determining your goals for family planning and retirement goals. Nothing but good experiences working with her and her team."

Wayne C - Realtor

"When I was introduced to Dave and his team at DLD Financial, there was min-correlation and cohesion in my planning. The team at DLD produced a plan that combined tax effective growth of personal and coup assets. The net worth forecasting is among my favourite tools to review each year with Dave."

John Fiddick, Partner - Whitelaw Twining

"Thank you David and the team over at DLD Financial for all your support over the years. A pleasure to do business with."

Gabe H - Mortgage Broker