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  • Financial Planning
    • Financial Planning
    • Cash Flow Planning
    • Estate Planning
    • Investment Planning
    • Insurance Planning
    • Asset, Tax & Estate Optimization
    • Second Opinion Service
  • Group Benefits
  • About

    • Our Team
    • Our Fees
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    • Testimonials
  • News
  • YouTube
  • Contact
Global News
20 Aug
Buy now, pay later services are getting popular

ā€œBuy now, pay laterā€ can help with big purchases, but experts like Kelly Ho warn that frequent use for everyday expenses can lead to debt....

The Globe and Mail
08 Jul
How lifestyle creep unsettles savings plans for high earners

Lifestyle creep is when higher income leads to higher spending, reducing savings. It can derail long-term financial goals....

CTVNews.ca
31 May
Why summers are not built for working parents

Summer breaks pose challenges for working parents due to expensive, limited childcare that often conflict with work schedules....

The Globe and Mail
27 May
Workplace benefits are changing – make sure your clients aren’t missing out

The shift in workplace benefits toward flexibility, mental health support, virtual care, and personalized plans....

Toronto Star Newspapers
08 May
Volunteering in times of financial hardship can seem impossible. Here’s how to balance giving back with your own finances

Amid a global trade war and rising living costs, volunteers make tough choices....

FP Canadaā„¢
23 Apr
How to Get Your Savings on Track at Any Age

According to the 2025 Financial Stress Index, many Canadians regret not saving more - but it’s never too late to start. ...

Yahoo Finance
21 Apr
What the Bank of Canada interest rate decision today could mean for a housing market hit by Trump tariff uncertainty

Kelly explains how tariffs prompted a rate hold and cooled the housing market....

Advisor.ca- News and resources for Canada's top financial advisors
14 Apr
The week from heck: Advisors stepped up to calm clients’ jangled nerves

Advisor.ca spoke with Kelly on how advisors can calm clients and build trust during market turmoil....

The Globe and Mail
02 Apr
With new rules for gig workers, here’s how freelancers can stay above board this tax season

Kelly Ho provides tax planning strategies for freelancers in Canada’s gig economy....

The Globe and Mail
24 Mar
How advisers can better support women

Globe and Mail spoke with Kelly Ho on how financial advisers can better support women....

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1180 – 320 Granville Street
Vancouver, BC V6C 1S9

CLIENT REVIEWS

We know each of our clients individually, and we take a personal interest in their financial growth.

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Money Thoughts
  • Global News
    Buy now, pay later services are getting popular
    20 August, 2025
  • Columnists from CBC Radio
    Talking about money is hard
    07 August, 2025
  • DLD Quarterly Money Thoughts (Q3 2025)
    Money Thoughts – Q3 2025
    31 July, 2025
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SINCE 1999

 Quadrus Investment Services Ltd.Insurance products, including segregated fund policies, are offered through DLD Financial Group Ltd., and Investment Representatives David Drummond and Kelly Ho offer mutual funds and compensated referrals through Quadrus Investment Services Ltd. Quadrus Investment Services Ltd. and design are trademarks of Quadrus Investment Services Ltd. Used with permission.


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