Financial Case Studies

"I've been with Ryan at DLD since 2019. He is professional with a sense of humour and gives you plenty of options to choose from (and his honest opinion on what works best for you and your goals)"

Kelly F - Brewer

"Working with Ryan has been great. He makes things very easy to understand and is very flexible to our goals. He understands when certain life situations get in the way and he is very easily able to adapt your financial plan to suit your needs. He has given us a lot of clarity in a time that could be very stressful. Thanks Ryan for all your help! We appreciate you! C and K"

Connor L - Physiotherapist

Ryan Stanimir has been an excellent resource and support for me since 2017. I would definitely recommend his services."

Nhan P - Interior Designer

"Experience has been phenomenal, since the very beginning, the way information is presented is very clear, they take you through a whole planning process that accommodates best for you to reach your financial goals. Regular updates and new opportunities, as well as flexibility make me feel very good and happy at my financial future."

William Z - Chef

"Ryan Stanimir is a great advisor, very efficient and easy to talk to as he takes the time to make sure you fully understand the decisions you make."

Brad P - Foreman

"Ryan has been thorough, friendly, and knowledgeable! We feel safe knowing that he is looking out for us and listening to our needs."

Deanna T - Public Health

"Ryan has been very attentive to our financial planning needs and provides excellent service. Look forward to many more years of building the portfolio together."

Craig T - Senior HR Manager

"Ryan is great to work with. He is always willing to help and provide suggestions. I would highly recommend to anyone who is looking for financial advice!!! I look forward to our investment chats."

Christine H - IT Security

"DLD provides proactive advice and they keep me on top of my investment planning. They have taken the time to understand my situation and provide a tailored plan."

Mark N - Lawyer and Partner

"Dave anticipates our needs before we even know they are our needs. Dave has a calm, approachable manner that takes a lot of the mystery out of financial planning and makes it digestible and understandable. We feel like we have a solid approach to retirement, which creates peace of mind."

Kacey K - Lawyer and Partner

"Really take the time to explain everything. Personal service, helpful, respond very quickly to emails or phone calls."

Jackie P - Film Production Professional

"Very professional and pro active. I really appreciate Dave's high level of professional expertise and his dedication to providing a personalized investment plan for me and my family and any clients that I refer."

Sean P - Accountant

"Quick response time to inquiries and accessibility."

Steven A - Lawyer and Director

"Easy to work with and great advice. Dave and team great to work with and know their stuff!!"

Eric B - Insurance Provider

"Doing a great job! Dave is always there for me with great advice and helpful products and services! He provides outstanding service."

Andre P - Consultant

"The whole team is very approachable. I never have a worry that I'm coming to you with a stupid question. Dave, Jasmeen and the team are incredible! Always available to answer even the simplest question. It's easy to work with them and takes the stress off our shoulders."

Samantha B - Marketing Manager

"Dave is always available with helpful advice. I have worked with the team at DLD Financial for many years. I am always impressed with their knowledge and responsiveness. I'm very satisfied with the service that I receive and would recommend Dave Drummond and his team to friends and family!"

John F - Lawyer

"DLD Financial, Ltd. has been excellent to work with for our financial planning needs. They are always available and well informed about the different investment tools and mechanisms that are available."

Christopher G - Biologist

"Thank you David and the team over at DLD Financial for all your support over the years. A pleasure to do business with."

Gabe H - Mortgage Broker

"I signed up with DLD Financial and my advisor, David Drummond. in December of 2017 and I couldn't be happier. I know for a fact, that I would never be on track towards my retirement goals the way I am with DLD. I feel confident that I have a financial profile that is managed for me and my needs and is looked at on a regular basis. I like that David keeps me updated to industry changes and fluctuations and quells any anxiety I may have about the financial ups and downs of investing. It's been a great experience so far and I look forward to seeing the growth as I save for my future. I feel very confident with the expertise and the support I get with DLD Financial and would highly recommend them to anyone who is looking to get honest, expert and personal one-on-one financial advice and retirement planning. I like the personal touch and involvement. I don't feel like a number. I feel valued.

Robyn W - Film Producer

"DLD has been my financial advisor for over a decade. The whole team is dependable and reliable."

Christopher S - Lawyer & Partner

"Kelly has been an amazing advisor for our personal investment and my family business for years. Highly recommended!!!"

Olivia Y – HR Professional

"We've been working with Kelly and her team for several years and have always appreciated her relevant and timely advice and support as we navigate life changes, career moves and our financial goals."

Claudia P - Lawyer

"Kelly is professional and thorough and most importantly we trust her. She takes the time to understand the full picture, and provides strategic advice and a financial plan that aligns to our goals. We are fortunate to work with her."

Raina C – Sr. Partner Executive

"Kelly and her team have been incredible to work with. Attentive and caring, she really looks after her clients. She is very professional and knowledgeable in determining your goals for family planning and retirement goals. Nothing but good experiences working with her and her team."

Wayne C - Realtor

"Kelly Ho is an exceptional financial planner. Working closely with her on mutual clients, I have witnessed her professionalism, expertise, and dedication firsthand. Her clients consistently praise her for the outstanding service and advice she provides. Kelly's personalized approach, comprehensive knowledge, and genuine care make her a standout in her field. I wholeheartedly recommend her as a trusted financial planner."

Matthew P– Mortgage Broker

"I have had excellent experience with Kelly at DLD for the past 10 years. They were recommended to me by my accounting firm (Renaissance Group, also a top notch firm). I was a new dad, with a mortgage, new business, and a huge potential tax liability for my dependents if anything were to happen to me. Kelly was helpful in insurance selection and financial planning. I would highly recommend Kelly and the team at DLD."

Stephen C – Investment Professional

"Kelly takes good care of our financial needs. Her expertise, friendly and personalized approach, and deep knowledge of planning strategies make her an invaluable asset. I especially appreciate it when I nod like I understand the technical details of what she is describing (but I don't) and she sees through it and provides a simpler explanation of we need to support our decision-making. I highly recommend Kelly and DLD for their exceptional services and commitment to client success."

Tony T - Pharmacist

"Working with Kelly Ho and the team at DLD has been a pleasure. They are organized, efficient, understanding and thorough and have helped us come up with a game plan that enables us to have great peace of mind moving forward. Thanks Kelly!"

Debbie & David R- Lawyer and Engineer

"Kelly and her team are fantastic. They ensure to keep me focused on my financial goals, and push me to make sure I'm achieving the plan we have set-out. They follow-up regularly with me, and always remember where we left off."

Lisa N - Lawyer

"I feel like my financial future is good hands and it's reassuring to have Kelly at the helm. Kelly is both direct and compassionate, and she (and Linda!) are a pleasure to deal with."

Claire H - Lawyer

"Kelly has assisted me and my spouse with addressing retirement planning, critical illness insurance, and planning that made home ownership a reality. Kelly started working with me shortly after a significant career change when my financial situation was limited. Over the last number of years she has assisted us with strategic planning as my financial picture has improved and through major life milestones, marriage and parenthood. Her advice has addressed my personal situation and assisted with planning for a secure and prosperous future. Kelly and the whole DLD team have been fantastic."

Jennifer G - Lawyer

"Introduced by reference, Kelly Ho has been a great advisor, my first financial planner. I have full confidence in her strategy and she is reassuring when needed."

Lynn S – Regional Retail Manager

"Kelly is on her game! Thorough, efficient with her time and mine. Easy to trust!"

Becky H – Registered Nurse

Kelly Ho is trustworthy and dependable when it comes to financial planning and investing. She is very knowledgeable, but remains approachable. She makes time for her clients and checks in regularly. DLD provides lots of useful seminars and informational emails as well.

Alexandra M - Lawyer

"The results were very good, and looking forward, everything looks amazing. DLD is in the top 3 on my speed dial whenever a major decision needs to be made."

Trevor Borland - Pacific Bolt Manufacturing Ltd

“It’s tough finding a financial advisor to trust – how can you know they want what’s best for you? But Dave is that guy – he understands competing current/future priorities and takes the time to get to know his client’s needs. I was particularly impressed when he devised a creative solution to a complex pension/RRSP adjustment scenario that I would never have come to on my own. I always trust he has our best interests at heart!”

Jennifer Wong - University Professor

"During our ownership and rebranding transition, we engaged Ryan Stanimir at DLD Financial Group Ltd to assist us with employee offering and retainment consultation. Ryan provided a thorough industry comparison, demonstrating substantial and sustainable savings opportunities while enhancing our benefits offering to current and future staff. True Mechanical's management group deeply appreciated DLD Financial Group Ltd's long-term vision and trusted their people, financial expertise, and systems."

Rafal Choroba, Principal - True Mechanical

"When I was introduced to Dave and his team at DLD Financial, there was min-correlation and cohesion in my planning. The team at DLD produced a plan that combined tax effective growth of personal and coup assets. The net worth forecasting is among my favourite tools to review each year with Dave."

John Fiddick, Partner - Whitelaw Twining

"We started as a small mining firm and have grown both in complexity and numbers. Ryan at DLD Financial Group Ltd has helped with our benefits planning for many years. He’s been very proactive with advanced reporting to ensure we are as informed as possible. For example, we had some international employees that required coverage that Ryan navigated expertly. We’d highly recommend their organization."

Andrew MacRitchie, CFO - Skeena Resources

"I am very pleased to comment on the excellent advice and financial planning I have experienced working with Kelly. When I first came to her, I was concerned that I wouldn't have the financial resources to enjoy retirement. She listened to my concerns and priorities and helped build and shape my financial profile through her highly effective, knowledgeable, and collaborative working style. Given her excellent mentorship and advice, I have been able to retire with a real sense of security over my financial future. I look forward to working with Kelly for years to come."

Dr. Arlene Y, University Professor

"We use Ryan at DLD Financial Group for our employee benefits. He is always organized, has all the info we need and makes sure we get the best rate possible … we love this guy!"

Erik Jensen, owner, Sprucehill Custom Homes and Renovations

"Kelly has been such a close trusted advisor, and helped us navigate big chapters of our lives. And we wouldn’t be where we are today without her involvement. I cannot recommend Kelly and DLD Financial highly enough!"

Dr. Nathan U. & Arthur Y., Physician & Project Manager

"One key thing that sets Kelly and DLD Financial apart is the philosophy of how they do business. Working with them is like working with family. And while their boutique size allows for a very personalized approach, they have access to the full range of financial products to meet their client’s needs."

Dr. Nathan U. & Arthur Y., Physician & Project Manager

"Kelly and the DLD Financial team have been close, trusted partners who have provided valued financial planning advice to support every step of our professional and personal lives. Through DLD's Strategic Planning Process' comprehensive assessment and goal-setting method, we were able to identify the right products and approaches to achieve our personal and professional financial planning objectives."

Dr. Nathan U. & Arthur Y., Physician & Project Manager

"Kelly takes a genuine interest in my life, is always even keeled, focused on how to achieve long term goals and willing to take the time needed to answer my questions, even the hard questions."

Matt L., Legal Counsel, BC Public School Employers' Association

"Dave continues to impress me with his knowledge and expertise when providing financial advice."

Andre Powell, Partner - Deetkan Group

“Dave treats my finances in the same way he would his own, which is key for me. Thanks to everyone at DLD for making this one of the best financial decisions I’ve made as a small business owner. ”

Leigh Walker, Partner - Lawrenson Walker Realty Advisors Ltd.

"Kelly has taken me from a high-earner without much to show for it, to a guy with a solid financial plan. She provides sound, personalized and practical advice tailored specifically to my needs. She is invaluable to me and my family."

Martin Sheard, Founder - Inlet Employment Law

“Kelly has played an integral role in building my personal financial well-being over the past 10 years. I would highly recommend her services to others as she is knowledgeable, friendly and an expert in her field.”

Victor Kam, Senior Tech Art Consultant - Unity Technologies

"I would recommend Dave and his team to friends and family without hesitation."

Nick Demare, CA, President - Chase Management Ltd.

"As the owner of a business that fabricates precision gears, I know the importance of paying attention to all the details. Kelly understands this concept and has always been a pleasure to deal with."

Vinnie Lai, Owner - www.goldengear.ca

"Dave's intuitive and innovative advice has allowed me to implement different and successful approaches to my personal and corporate finances. I appreciate the high level of service, level of commitment, and the regular reviews."

Nick Demare, CA, President - Chase Management Ltd.

"The step by step process that DLD uses has enabled me to allocate money where it best suits my needs and goals. I feel confident about my future knowing that my finances are in line without having to sacrifice my current lifestyle."

David J. Bell, Partner - www.guildyule.com

"Kelly Ho is a great financial planner. Her professionalism and strong ethics shine through along with her friendly, open manner."

James Leong, Lawyer

"I would recommend Kelly to any young professional looking to plan for a lifetime of financial success!"

Becca Young, SVP Strategy & Creative - Weber Shandwick Canada