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    • WHAT WE DO

      • Estate Planning
      • Second Opinion Service
    • HOW WE DO IT

      • Our Approach
      • Cost Structures / Fees
      • Case Studies
  • Group Benefits
  • About

    • Our Team
    • In the Community
    • Testimonials
  • News
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  • Contact
The Globe and Mail

08 Jul How lifestyle creep unsettles savings plans for high earners

Posted at 10:47h in Media

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

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CTVNews.ca

31 May Why summers are not built for working parents

Posted at 10:21h in Media

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

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The Globe and Mail

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

Posted at 10:07h in Media

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

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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

Posted at 11:42h in Media

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

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FP Canada™

23 Apr How to Get Your Savings on Track at Any Age

Posted at 11:28h in Media

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

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Yahoo Finance

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

Posted at 15:28h in Media

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

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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

Posted at 15:40h in Media

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

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The Globe and Mail

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

Posted at 10:19h in Media

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

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The Globe and Mail

24 Mar How advisers can better support women

Posted at 10:16h in Media

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

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The Globe and Mail

10 Mar How cash-flow planning in retirement offers control – and makes life more fun

Posted at 15:23h in Media

Kelly Ho emphasizes that retirement is a lifelong journey, where the key focus is ensuring you never run out of money....

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VANCOUVER OFFICE

Hours: 8:30 am – 5 pm
1180 – 320 Granville Street
Vancouver, BC V6C 1S9

CLIENT REVIEWS

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Money Thoughts
  • The Globe and Mail
    How lifestyle creep unsettles savings plans for high earners
    08 July, 2025
  • Columnists from CBC Radio
    Are streaming companies not reading the room?
    05 June, 2025
  • CTVNews.ca
    Why summers are not built for working parents
    31 May, 2025
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DLD FINANCIAL GROUP LTD
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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