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.
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.
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.
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).
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.
We provide sessions and resources for businesses to help educate their staff and adjust their plans to meet the changing needs of employees.
We pride ourselves on being available and ready to help each client should any questions arise.
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.
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.
We have an exclusive contract for the Greater Vancouver Area to provide claims management*
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.