DLD FINANCIAL GROUP LTD

Ascent Group Benefits

Building a financial plan that aligns with your business goals

DLD Financial Group has been offering Group Benefits since 1999. In response to increased demand in Group Benefits we have created a new department within our firm, called ASCENT. As an integral part of our business, the skilled financial professionals working under the Ascent umbrella will provide exceptional service in this complex and important field.

DLD Financial Group in Vancouver BC offers Group Benefits

Introductions

Snapshot

In our initial meeting we will provide you with our company overview including business experience, history of performance, expectations and most importantly our list of values. We will then gather detailed information and discuss what currently works well for your company and where there may be gaps of opportunity.

STRATEGY DEVELOPER MEETINGS WITH FINANCIAL PLANNERS

Education and Analysis

Strategy Developer

In this stage we will analyse your current coverage and vet a variety of Insurance carrier’s options for pricing and offerings. We will work diligently to ensure that potential coverages are in line with your company goals and employee retention. Furthermore, we will evaluate how your company compares to industry standards and the options and flexibilities that are available to you.

FINE TUNING GROUP BENEFITS

Pen to Paper

Fine Tuning

At DLD Financial, we will streamline the application process for you and your team whilst maintaining optimal standards for working together. Together we will implement a plan and a timeline for the transition to DLD.

STEP #5 THE MOMENTUM ANALYSIS

Investment Growth Process

Plan Roll Out

It is our goal to proactively engage each client with consistent, transparent, and genuine service. In addition, we will provide regular hands-on reviews and continually promote open and honest communication. At DLD we pride ourselves on setting the highest standards in the financial services industry and greatly value each client and their business.

  • "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."

    Rafal Choroba, Principal - True Mechanical

  • "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."

    Andrew MacRitchie, CFO - Skeena Resources

  • "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!"

    Erik Jensen, owner, Sprucehill Custom Homes and Renovations