Helping Adult Children with a Big Expense
Kelly Ho advises parents to avoid overextending themselves when helping adult children and to clearly define financial support as a gift or loan....
22
Apr
Author: DLD Financial
08
Apr
5 financial scams that look too damn real
Kelly Ho warns that investment scams promise unrealistic returns and advises doing thorough research before investing....
12
Mar
Closing the Money Behaviour Gap
The panel unpacked the “say–do” gap and how advisors can close it through empathy, behavioural science, and implementation strategies....
09
Mar
7 things investors should know about the evolving conflict with Iran
The evolving Iran conflict: market resilience, fundamentals, and diversification amid geopolitical risk and volatility....
02
Mar
Why $500,000 may not be enough life insurance to protect a family
Kelly Ho says higher coverage and longer-term policies are increasingly necessary for urban families....
02
Feb
Money Thoughts – Q1 2026
DLD Quarterly Money Thoughts (Q1 2026) covers: RRSP contribution planning ahead of the Mar 2026 deadline, Fidelity’s market outlook for 2026 and tax-efficient investing strategies...
22
Jan
Your client just had twins, now what?
Kelly advises balancing childcare costs, reviewing insurance, and weighing a stay-at-home parent’s impact to manage finances after having twins....
08
Jan
Small monthly changes can add up over the year to help boost savings
Kelly advises tracking spending and planning for lifestyle creep to grow savings and reach long-term goals....
08
Dec
True or false: You’ll save more when you earn more
Kelly says lifestyle creep can hinder savings growth and advises planning with annual savings increases to stay on track....
17
Nov
Money Thoughts – Q4 2025
DLD Quarterly Money Thoughts (Q4 2025) covers: Federal Budget 2025, a video on a smart investment strategy, Executive Health Plan, and DLD in the media...