Joanna Kocylo

"Introduced by reference, Kelly Ho has been a great advisor, my first financial planner. I have full confidence in her strategy and she is reassuring when needed."

Lynn S – Regional Retail Manager

"Dave anticipates our needs before we even know they are our needs. Dave has a calm, approachable manner that takes a lot of the mystery out of financial planning and makes it digestible and understandable. We feel like we have a solid approach to retirement, which creates peace of mind."

Kacey K - Lawyer and Partner

"DLD Financial, Ltd. has been excellent to work with for our financial planning needs. They are always available and well informed about the different investment tools and mechanisms that are available."

Christopher G - Biologist