DLD FINANCIAL GROUP LTD

DLD Group Benefits

Building group benefit plans that align 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 our company overview including our experience, values, performance history and expectations. We will examine what currently works well for your company and where there is room for optimization.

STRATEGY DEVELOPER MEETINGS WITH FINANCIAL PLANNERS

Education and Analysis

Strategy Developer

We will analyze your coverage and vet options for you. We will diligently ensure that potential coverages are in line with your company goals and values. We will compare your company plan to industry standards and find new flexibilities available to you.

FINE TUNING GROUP BENEFITS

Pen to Paper

Fine Tuning

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 time-line for the transition to ASCENT™ (DLD FINANCIAL GROUP).

STEP #5 THE MOMENTUM ANALYSIS

Investment Growth Process

Plan Roll Out

It is our goal to pro-actively 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.

Ascent Group Benefits™

CUSTOM VALUE-ADDED SERVICES:

EDUCATIONAL SEMINARS

We provide sessions and resources for businesses to help educate their staff and adjust their plans to meet the changing needs of employees.

CONSISTENT SUPPORT

We pride ourselves on being available and ready to help each client should any questions arise.

PROACTIVE MANAGEMENT

We continually anticipate different scenarios within a changing world. We seek to always look for enhancement opportunities in real-time and with respect to trend forecasting.

GROUP RETIREMENT PLANNING

We are a strong organization with experience, expertise and products to create a customized solution for your unique needs and help your employees build more secure financial futures.

WORKSAFEBC

We have an exclusive contract for the Greater Vancouver Area to provide claims management*

PERSONALIZED PLANNING

Each employee is granted the option to work with our expert CFP’s to set up individualized Financial Plans which seek to ensure viable futures.

*Our new GVRD contract exclusively enables ASCENT™ to provide a 6 year locked-in rate for health/dental coverage and substantial savings related to worker’s compensation costs. With proper work safe claims management, we work hard to lower your base rate and save you thousands and support you with your return to work plans.