13 Jun Money Thoughts – Summer Edition 2023

Posted at 11:28h in Money Thoughts by
DLD Money Thoughts Summer Edition (June 2023) includes: New Team Members, Testimonial and Google Review Contest, and DLD in the Media – “As camp costs rise, here’s how to survive summer break on a budget”

New DLD Team Members!

We are pleased to introduce two new members of our Planning Team and one new member of our administration team: Aaron Zorn, Brandon Glover and Jaspreet Brar.

We are proud to have grown our team – stay tuned for more exciting announcements later this year!

Aaron Zorn - DLD Financial Associate
Brandon Glover, DLD Financial Associate
Jaspreet Brar, Client Care Coordinator

DLD Testimonials and Google Review Contest

Our firm has been growing and we are moving into a new office space later this year. In light of the exciting changes, we are holding a contest for Google Reviews and Testimonials.

On June 30, 2023, we will draw one winner from each advisor’s clientele. Prizes include a dinner of up to $250 at the restaurant of your choice, to a weekend at Whistler!

All you have to do is:

1) Complete the survey using this online form: dldfinancial.com/client-feedback

OR

2) Write a quick testimonial: Here are some samples –dldfinancial.com/client-reviews/

OR

3) Complete a Google Review via this link: https://g.page/r/Cc0kVA1iw5oMEAg/review

Thank you for all your support! We value each of you and your input is greatly appreciated.

Summer on a shoestring budget: Tips for surviving summer break as camp costs rise

DLD in the media

In preparation for the summer, those of us who are parents and caregivers are likely racing to arrange camps and childcare for our kids. Kelly Ho was interviewed by The Canadian Press on her thoughts.

Please do not hesitate to contact us if you have any questions or if there’s anything we can do to help.

Thank you for your time and have a great summer!
Dave, Kelly, Ryan, Aaron and Brandon

E&OE