DLD Client Testimonials

“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.”

“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. I would recommend Dave and his team to friends and family without hesitation.”

“Dave has been my financial adviser for 15 years. He continues to impress me with his knowledge and expertise when providing financial advice. He takes the time to understand my long-term objectives and create a comprehensive financial plan that delivers results. He is reliable, hard-working, and knowledgeable. I would highly recommend Dave to anyone looking for an advisor they can trust.”

“I am very grateful to have met Dave and hired DLD Financial to provide me with creative financial planning ideas. The step by step process that DLD uses has enabled me to allocate money where it best suits my needs and goals. I feel confident about my future knowing that my finances are in line without having to sacrifice my current lifestyle.”

“I signed up with DLD Financial and my advisor, David Drummond. in December of 2017 and I couldn't be happier. I know for a fact, that I would never be on track towards my retirement goals the way I am with DLD. I feel confident that I have a financial profile that is managed for me and my needs and is looked at on a regular basis. I like that David keeps me updated to industry changes and fluctuations and quells any anxiety I may have about the financial ups and downs of investing. It's been a great experience so far and I look forward to seeing the growth as I save for my future. I feel very confident with the expertise and the support I get with DLD Financial and would highly recommend them to anyone who is looking to get honest, expert and personal one-on-one financial advice and retirement planning. I like the personal touch and involvement. I don't fee like a number. I feel valued.”

“After I started my business eight years ago, I was faced with a challenge with respect to my financial planner who I had been working with for many years before. I needed to find a planner who could help me invest the retained earnings in my company and DLD was strongly recommended to me by another colleague. Working with Dave has given me peace of mind because I now have confidence that my finances are being well taken care of. 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.”

“DLD has been my financial advisor for over a decade. The whole team is dependable and reliable.”

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

“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.”

“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.”

“Dave is always available with helpful advice. I have worked with the team at DLD Financial for many years. I am always impressed with their knowledge and responsiveness. I'm very satisfied with the service that I receive and would recommend Dave Drummond and his team to friends and family!”

“The whole team is very approachable. I never have a worry that I'm coming to you with a stupid question. Dave, Jasmeen and the team are incredible! Always available to answer even the simplest question. It's easy to work with them and takes the stress off our shoulders.”

“Dave and team great to work with and know their stuff!!”

“Quick response time to inquiries and accessibility.”

“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.”

“DLD is very professional and pro active. I really appreciate Dave's high level of professional expertise and his dedication to providing a personalized investment plan for me and my family and any clients that I refer.”

“Really take the time to explain everything. Personal service, helpful, respond very quickly to emails or phone calls.”

“DLD provides proactive advice and they keep me on top of my investment planning. They have taken the time to understand my situation and provide a tailored plan.”

“Doing a great job! Dave is always there for me with great advice and helpful products and services! He provides outstanding service.”

“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.“

“Kelly is on her game! Thorough, efficient with her time and mine. Easy to trust!“

“Kelly Ho is a great financial planner. She is able to provide a variety of possible avenues for saving or investing, and can break down complex financial structures into easily digestible pieces to understand. As a result, I have always felt comfortable sitting down with Kelly, because she listens and moves with me, introducing concepts at a pace that is neither too fast nor slow. Her professionalism and strong ethics shine through along with her friendly, open manner. One thing that I particularly appreciate about Kelly is her ability to respond to sudden changes. When I was going through a transitional phase, she adjusted my plans so I had sufficient access to liquidity while ensuring that key investments were not being ignored. She also stayed in regular contact with me so that she could further vary my contributions if necessary. In doing this, she helped give me peace of mind, allowing me to focus on other key tasks at hand. For any professional thinking of setting up an introductory meeting with Kelly, I would wholeheartedly recommend doing so.”

“Kelly and the DLD Financial team have been close, trusted partners who have provided valued financial planning advice to support every step of our professional and personal lives. Through DLD’s Strategic Planning Process’ comprehensive assessment and goal-setting method, we were able to identify the right products and approaches to achieve our personal and professional financial planning objectives. One key thing that sets Kelly and DLD Financial apart is the philosophy of how they do business. Working with them is like working with family. And while their boutique size allows for a very personalized approach, they have access to the full range of financial products to meet their client’s needs. Kelly has been such a close trusted advisor, and helped us navigate big chapters of our lives. And we wouldn’t be where we are today without her involvement. I cannot recommend Kelly and DLD Financial highly enough!”

“Kelly and her team are fantastic. They ensure to keep me focused on my financial goals, and push me to make sure I'm achieving the plan we have set-out. They follow-up regularly with me, and always remember where we left off.”

“Working with Kelly Ho and the team at DLD has been a pleasure. They are organized, efficient, understanding and thorough and have helped us come up with a game plan that enables us to have great peace of mind moving forward. Thanks Kelly!”

“I am very pleased to comment on the excellent advice and financial planning I have experienced working with Kelly. When I first came to her, I was concerned that I wouldn’t have the financial resources to enjoy retirement. She listened to my concerns and priorities and helped build and shape my financial profile through her highly effective, knowledgeable, and collaborative working style. Given her excellent mentorship and advice, I have been able to retire with a real sense of security over my financial future. I look forward to working with Kelly for years to come.”

“Kelly Ho is invaluable to me and my family. As a busy professional it is too easy to focus on work and forget about the bigger picture. Kelly has taken me from a high-earner without much to show for it to a guy with a solid financial plan, now and going forward. She provides sound, personalized and practical advice tailored specifically to my needs and the needs of my family. I have recommended Kelly to many of my friends and have received nothing but positive feedback from them as well. I unhesitatingly give anyone looking for a financial planner my strongest possible recommendation that they should seek her advice.”

“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.”

“I have been working with Kelly for 5 years now. Kelly is unique among the financial advisors that I have met. Her willingness to take such a comprehensive approach, including not just wealth management but also budgeting. Kelly takes a genuine interest in my life, is always even keeled, focused on how to achieve long term goals and willing to take the time needed to answer my questions, even the hard questions. Kelly’s caring, genuine and knowledgeable approach gives me the assurance to know that my money is in good hands and that we will reach the goals we have set. That peace of mind is invaluable.”

“Kelly has played an integral role in building my personal financial well-being over the past 10 years. Through the ups and downs of my career she has always offered sound advice with the clients’ personal interest in mind. I would highly recommend her services to others as she is knowledgeable, friendly and an expert in her field.”

“As the owner of a business that fabricates precision gears, I know the importance of paying attention to all the details. Kelly Ho of DLD Financial understands this concept. Kelly has provided me with a comprehensive financial plan and she has always been a pleasure to deal with. I would not hesitate to refer other people who need financial planning advice to Kelly.”

“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.”

“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.”

“Kelly takes good care of our financial needs. Her expertise, friendly and personalized approach, and deep knowledge of planning strategies make her an invaluable asset. I especially appreciate it when I nod like I understand the technical details of what she is describing (but I don't) and she sees through it and provides a simpler explanation of we need to support our decision making. I highly recommend Kelly and DLD for their exceptional services and commitment to client success.”

“I have had excellent experience with Kelly at DLD for the past 10 years. They were recommended to me by my accounting firm (Renaissance Group, also a top notch firm). I was a new dad, with a mortgage, new business, and a huge potential tax liability for my dependents if anything were to happen to me. Kelly was helpful in insurance selection and financial planning. I would highly recommend Kelly and the team at DLD.”

“Kelly Ho is an exceptional financial planner. Working closely with her on mutual clients, I have witnessed her professionalism, expertise, and dedication firsthand. Her clients consistently praise her for the outstanding service and advice she provides. Kelly's personalized approach, comprehensive knowledge, and genuine care make her a standout in her field. I wholeheartedly recommend her as a trusted financial planner.”

“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.”

“Kelly has been an amazing advisor for our personal investment and my family business for years. Highly recommended!!!”

“I feel like my financial future is good hands and it's reassuring to have Kelly at the helm. Kelly is both direct and compassionate, and she (and Linda!) are a pleasure to deal with.”

“I’ve been working with Kelly since 2008, and have nothing but good things to say about her as my financial advisor. During this time, my career has advanced significantly; Kelly has been a thoughtful and engaged partner in helping me reach my financial goals through all stages of my career. When we started working together I struggled with basic money management and had no planning or process in place. Kelly helped to build a structure that worked for me in achieving short and long-term goals, and she introduced simple tactics that made managing day-to-day finances easy and – dare I say it? – kind of fun. She explains finances in an approachable and understandable manner, and I can say from evidence that her counsel is the single most significant factor in my ability to achieve my financial goals and protect against risk. I would recommend her to any young professional looking to plan for a lifetime of financial success!”

“Working with Ryan has been great. He makes things very easy to understand and is very flexible to our goals. He understands when certain life situations get in the way and he is very easily able to adapt your financial plan to suit your needs. He has given us a lot of clarity in a time that could be very stressful. Thanks Ryan for all your help! We appreciate you! C and K”

“We started as a small mining firm and have grown both in complexity and numbers. Ryan at DLD Financial Group Ltd has helped with our benefits planning for many years. He’s been very proactive with advanced reporting to ensure we are as informed as possible. For example, we had some international employees that required coverage that Ryan navigated expertly. We’d highly recommend their organization.”

“We use Ryan at DLD Financial Group for our employee benefits. He is always organized, has all the info we need and makes sure we get the best rate possible … we love this guy!”

“Ryan has been very attentive to our financial planning needs and provides excellent service. Look forward to many more years of building the portfolio together.”

“Ryan has been thorough, friendly, and knowledgeable! We feel safe knowing that he is looking out for us and listening to our needs.”

“Ryan Stanimir is a great advisor, very efficient and easy to talk to as he takes the time to make sure you fully understand the decisions you make.”

“Experience has been phenomenal, since the very beginning, the way information is presented is very clear, they take you through a whole planning process that accommodates best for you to reach your financial goals. Regular updates and new opportunities, as well as flexibility make me feel very good and happy at my financial future.”

“Ryan Stanimir has been an excellent resource and support for me since 2017. I would definitely recommend his services.”

“During our ownership and rebranding transition, we engaged Ryan Stanimir at DLD Financial Group Ltd to assist us with employee offering and retainment consultation. Ryan provided a thorough industry comparison, demonstrating substantial and sustainable savings opportunities while enhancing our benefits offering to current and future staff. True Mechanical’s management group deeply appreciated DLD Financial Group Ltd’s long-term vision and trusted their people, financial expertise, and systems. Through a successful partnership, we confidently provide a reference for DLD Financial Group Ltd. They have been our trusted partner throughout our journey, impressing us with their commitment to delivering exceptional financial expertise and robust systems. We wholeheartedly recommend their comprehensive financial solutions to any business”

“I've been with Ryan at DLD since 2019. He is professional with a sense of humour and gives you plenty of options to choose from (and his honest opinion on what works best for you and your goals).”