Zoey Le

"Dave's intuitive and innovative advice has allowed me to implement different and successful approaches to my personal and corporate finances. I appreciate the high level of service, level of commitment, and the regular reviews."

Nick Demare, CA, President - Chase Management Ltd.

“Dave treats my finances in the same way he would his own, which is key for me. Thanks to everyone at DLD for making this one of the best financial decisions I’ve made as a small business owner. ”

Leigh Walker, Partner - Lawrenson Walker Realty Advisors Ltd.

"Kelly has assisted me and my spouse with addressing retirement planning, critical illness insurance, and planning that made home ownership a reality. Kelly started working with me shortly after a significant career change when my financial situation was limited. Over the last number of years she has assisted us with strategic planning as my financial picture has improved and through major life milestones, marriage and parenthood. Her advice has addressed my personal situation and assisted with planning for a secure and prosperous future. Kelly and the whole DLD team have been fantastic."

Jennifer G - Lawyer