Talking about money is hard
Rubina Ahmed-Haq, CBC’s Personal Finance Columnist, says money talks between parents and children are increasingly important.
August 7, 2025
We help you attain the good life, so you can focus on living it
DLD Financial helps you stay informed and confident in managing your investments. Explore our Money Thoughts newsletters, Market Updates, and media features for expert commentary on markets, investments, and financial planning.
Are streaming companies not reading the room?
Kelly advises evaluating streaming subscriptions by calculating the cost per show watched to determine if they’re truly worth keeping.
June 5, 2025
Your tax refund is a great opportunity to improve your financial situation
Kelly advises Canadians to use their tax refunds to strengthen their finances and build emergency savings.
May 1, 2025
Older Canadians increasingly worried about holiday bills
Highlighting the financial struggles of older Canadians on fixed incomes and debunking the myth they don’t worry about bills.
January 23, 2025
Getting good financial advice and where to start
Exerts say investors should work with professionals who offer unbiased advice and can explain what specific investments cost customers.
November 7, 2024
Here comes the sun
A world charged by solar energy has been on the horizon forever. Now it's closer than ever. What all that cheap power can mean for us.
September 22, 2024
Get Rich Quick Schemes that are legit
Some methods that have helped others get rich fast are legitimate, but you have to know the limits.
July 26, 2024
Webinar: The Changing Landscape of Cyber Security
Special DLD Webinar: The Changing Landscape of Cyber Security - Tips to Help Combat this Growing Threat
July 3, 2024
More young adults are buying homes with help from Mom and Dad
Paul Haavardsrud discusses with Kelly Ho from DLD Financial how more young adults are buying homes with help from Mom and Dad.
May 26, 2024
Higher cost of living keeping Canadians home
Inflation isolation is a real issue in Canada and the effects can be far more serious than being bored at home.
May 9, 2024
Highlights from the Federal Budget that could save you money
CBC Radio and Rubina Ahmed-Haq spoke with Kelly Ho about highlights from the Federal Budget that could save you money.
April 18, 2024
Podcast: The decision to fix your variable rate mortgage is not an easy one
Rubina Ahmed-Haq speaks with Kelly Ho about the Central Banks' aggressive rate hikes and variable rate mortgages.
August 21, 2023
Podcast: More Debt, No Problem
Certified Financial Planner Kelly Ho, speaks on how to quickly lower you debt on this Episode of "For What It's Worth" with Rubina Ahmed-Haq.
July 22, 2023
Quarterly Wealth Update with Setanta Asset Management
DLD Quarterly Webinar - New DLD team, Quarterly Wealth Update with Setanta Asset Management
April 2, 2023
Podcast: Recession-beating tips for the job market, housing, investing and cost of life
With all the bleak economic headlines, it’s impossible not to wonder if we’re in for a recession.
November 9, 2022
Special LIVE Event: JP Morgan ESG Webinar
Jack Manley and David Brown of JP Morgan share their insights on capital markets and ESG investing.
September 26, 2022
2022 Market Outlook with Rocco Vessio of Setanta Investments
2022 Market Outlook featuring value investing principals, inflation and volatility.
February 10, 2022
Webinar: Year end tax tips with John Yanchus
Live Webinar on Year end tax tips with John Yanchus, CPA, CA, TEP at Canada Life.
November 25, 2021
Webinar: Economic & Capital Markets Update and Outlook with Mark Campbell
Economic and capital markets update and information about investing in China
October 21, 2021
Podcast: Money Matters for Legal Professionals (FACL BC)
Kelly explains common financial issues faced by lawyers at all stages of their career and strategies one can employ to maximize financial success. (FACL BC Podcast)
October 13, 2021
Webinar: Financial Planning for Lawyers (FACL BC)
Fridays with FACL BC - Financial Planning for Lawyers with Kelly Ho.
June 4, 2021
Webinar: Canada Life Portfolio Manager Connect Series: Northcape Capital
Canada Life offers webinars that feature conversations with some of the top portfolio managers of funds available on the Canada Life wealth shelf.
May 27, 2021
Webinar: Capital Markets Update with Mark Campbell
Capital Markets Update with Mark Campbell, District Sales Manager, Strategic Partnerships at Mackenzie Investments
May 4, 2021
Webinar: The Needle and the Damage – un-Done with Chris Lane
The Needle and the Damage - un-Done with Chris Lane. This webinar includes an update on capital markets and economic expectations for 2021.
December 15, 2020
Webinar: Capital Markets Update with Chris Lane
Capital Markets Update with Chris Lane, Vice President, GLC Asset Management. This webinar includes an update on capital markets and economic data for what we expect to see depending on the election outcome.
October 27, 2020
Webinar: Protect your net worth with Critical Illness Insurance
DLD Financial special guest: Christine Wilson, Advanced Planning Strategist Living Benefits talks about the importance of Critical Illness Insurance.
September 29, 2020
Webinar: Investing during volatile times
Our special guest – Timothy Ho, CFA provides a market update along with the differences between COVID-19 and the Financial Crisis in 2008.
July 24, 2020
Money Thoughts – Q3 2025
Explore DLD Financial’s Q3 2025 insights: U.S. – China trade shifts, interest rate outlook, economic trends, and team updates.
July 31, 2025
Money Thoughts – Q2 2025
Q2 2025 Money Thoughts includes: The Prime Minister’s Economic To-Do List, DLD’s new YouTube channel and media highlights, and the 5th Annual Private Wealth Canada West Forum.
May 21, 2025
Money Thoughts – Q1 2025
Q1 2025 Money Thoughts includes: RRSP deadline, Ascent Group Benefits, leadership news, and media highlights.
January 17, 2025
Money Thoughts – Q3 2024
Q3 2024 Money Thoughts includes: Economic Webcast video, How investment fees work, DLD in the media and staff updates.
October 11, 2024
Money Thoughts – Q2 2024
Q2 2024 Money Thoughts includes: Federal Budget 2024 Highlights, Cyberattacks and your business, and DLD in the Media.
June 19, 2024
Money Thoughts – Q1 2024
DLD Quarterly Money Thoughts (February 2024) includes: RRSP Contribution Deadline, FHSA – straight forward, but not! Fund manager spotlight: Connor Clark & Lunn and DLD’s BIG MOVE!
February 26, 2024
Money Thoughts – Q4 2023
DLD Quarterly Money Thoughts (Dec 2023) includes: 2024 TFSA and RRSP Contribution Limit, FHSA Contributions, RESP – Dec 31, 2023, New Granville office & DLD in the Community.
December 13, 2023
Money Thoughts – Q3 2023
DLD Money Thoughts (Sept 2023) includes: FHSA Recap, Good news on whole life insurance investment results, Northcape Capital, DLD in the Media & Summer Recap
September 18, 2023
Money Thoughts – Summer Edition 2023
DLD Money Thoughts Summer Edition includes: New Team Members, Testimonial & Google Review Contest, and DLD in the Media – “How to survive summer break on a budget”
June 13, 2023
Money Thoughts – Q2 2023
DLD Quarterly Money Thoughts (April 2023) includes: What happened with the U.S. Banks? FHSA, 2023 Budget Highlights and DLD Spring Break Highlights
April 4, 2023
Money Thoughts – Q1 2023
DLD Quarterly Money Thoughts (Jan 2023) includes RRSP Contribution Deadline for 2022 Taxes, TFSA Annual limit contribution increase and DLD Charitable Impact in 2022.
January 17, 2023
What can a Financial Planner do for you?
If you have never worked with a Financial Advisor, you may be asking yourself if working for a professional is a right fit for you to achieve financial success.
November 8, 2017
Buy now, pay later services are getting popular
“Buy now, pay later” can help with big purchases, but experts like Kelly Ho warn that frequent use for everyday expenses can lead to debt.
August 20, 2025
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.
July 8, 2025
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.
May 31, 2025
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.
May 27, 2025
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.
May 8, 2025
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.
April 23, 2025
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.
April 21, 2025
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.
April 14, 2025
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.
April 2, 2025
How advisers can better support women
Globe and Mail spoke with Kelly Ho on how financial advisers can better support women.
March 24, 2025
How cash-flow planning in retirement offers control – and makes life more fun
Kelly Ho emphasizes that retirement is a lifelong journey, where the key focus is ensuring you never run out of money.
March 10, 2025
Another day, another dollar
Kelly Ho explains about how financial advisors can better manage client expectations and enhance their practice by focusing on personalized service and building deeper relationships.
January 16, 2025
Gig tax target: Uber and DoorDash need to report driver income to Revenue Canada
New tax rules create fairness among Canadians & opportunities for gig workers to contribute to RRSPs, CPP and EI.
December 27, 2024
Whose fault is it? $2,000 for a resale ticket to Taylor Swift
Keep an eye on resale ticket prices, as they can be cheaper at the last minute, says financial planner Kelly Ho.
November 19, 2024
The importance of setting money aside
Some don’t think about estate planning until they are in their 50s or 60s – when permanent insurance to fund the estate becomes too costly. Kelly Ho discusses the importance of setting money aside.
October 28, 2024
What is treat brain?
Kelly Ho shares insights with The Peak about why "treating the brain" - rewarding ourselves for completing tasks - can be financially unsustainable.
October 10, 2024
How to have the right kind of money conversation on Thanksgiving weekend
Thanksgiving can be an opportunity to discuss financial matters with family, but it’s important to find the right entry point.
October 9, 2024
B.C. parents changing retirement plans to help adult children pay the bills
Families are working together to get ahead amid the housing crisis and the rising cost of living — but there are trade-offs
August 1, 2024
Hoping to buy your first home? It’s getting harder to qualify without help from parents
Help from parents is increasingly becoming a deciding factor in who is able to own a home and who is not.
June 16, 2024
Loyalty programs can save you a ton at the grocery store
The Toronto Star spoke with Kelly Ho about how loyalty programs can offset any food price increases coming our way.
March 10, 2024
Proven strategies for how to manage year-end bonuses
Some Canadians may pay off debt, set up an emergency fund or contribute to their TFSA or RRSP with their year-end bonuses.
January 22, 2024
Ask the Expert: How to save money on groceries this holiday season
Yahoo Finance Canada spoke with Kelly Ho to discuss the best ways to save money in the grocery aisle.
December 7, 2023
Pierre Elliott Trudeau High School alumnus in Markham benefits from TELUS bursary program
A recent poll reveals that 75 per cent of students find it very hard to afford post-secondary education.
November 22, 2023
Do your research for Black Friday
Experts warn that consumers should do their research for Black Friday, because not every deal is a good one.
November 21, 2023
How ethnic advisors are supporting their diverse mix of clients
Second-generation Canadians, who embrace both cultures and want their financial plans to reflect this.
September 15, 2023
Six things students should know about using financial aid to pay for school
Tips for acing your applications to student loans/grants, and using financial aid to pay for school.
August 27, 2023
Should you pay for cloud storage?
The Financial Post spoke with financial expert Kelly Ho about subscription cloud storage - is it worth it?
August 22, 2023
Video: OMNI Cantonese 2023 Financial Stress Index Report
OMNI Cantonese spoke with financial expert Kelly Ho about the 2023 Financial Stress Index Report results.
August 21, 2023
Concert ticket prices can be outrageous. Here’s how to get them for less
The Toronto Star spoke with Kelly Ho about the outrageous price of concert tickets and how to scoop them up at a discount.
August 20, 2023
5 Tips for Managing Financial Stress
New research from the 2023 FP Canada™ Financial Stress Index finds that working with a CFP® professional or QAFP® professional can put you on the path toward financial well-being.
June 15, 2023
As camp costs rise, here’s how to survive summer break on a budget
Summer is quickly approaching, an eight-week stretch that often creates stress for working parents in search of quality, affordable camps and activities.
May 11, 2023
Canadians warned of ‘unconscious spending’ habits during holiday season
Canadians are being advised of their unconscious spending habits this holiday season.
November 21, 2022
Money Matters
Check out Kelly Ho's comments in ELLE Canada's October 2022 issue in the Money Matters article: Get your finances in order with a deep-dive tune-up.
October 7, 2022
The 20% Push for 50%
Kelly Ho was featured in our industry magazine - FORUM talking about the need for more female financial advisors to serve Canadians and how to reduce the barriers to entry.
September 29, 2022
How to deal with negative equity concerns as mortgage rates soar
Advisors can play a key role in helping clients determine whether they truly cannot afford higher mortgage payments.
July 22, 2022
Video: Canadians more worried over high prices than their health or relationships, study finds
CTVNews.ca video Canadians more worried over high prices than their health or relationships, study finds
June 7, 2022
Money is still the top source of stress for Canadians – and many feel less hopeful about their financial futures
The 2022 FP Canada™ Financial Stress Index reveals that Canadians say money is their biggest source of stress
June 7, 2022
Money is top stressor for Canadians amid high inflation, survey says
CTVNews.ca reports: A new survey has found that Canadians are feeling stressed from soaring inflation, particularly from higher grocery prices.
June 7, 2022
How couples can take advantage of exemptions and credits this tax season to maximize returns
Kelly Ho explains how spouses can share tax credits to take full advantage of a particular deduction.
April 6, 2022
4 Questions to ask yourself to avoid Financial Stress in Retirement
You’re finally ready to retire. But have you mapped out your key numbers and figured out how you’re going to afford it?
March 31, 2022
Record-high gas prices: How to blunt the impact on your wallet
CTVNews.ca spoke with financial expert Kelly Ho about what you should and shouldn’t consider when it comes to rising gas prices.
March 9, 2022
How middle-aged Canadians can make up for lost time on RRSPs
The Globe and Mail spoke with Kelly Ho, discussing how clients are thinking more about their future financial goals as inflation rises and pandemic worries start to ease a bit.
February 17, 2022
‘Reality check’: Top tips to tame household debt
CTV News consulted Certified Financial Planning Professional Kelly Ho with Vancouver’s DLD Financial Group Ltd to discuss the top tips to tame household debt.
February 15, 2022
The benefit of giving your kids a chunk of their inheritance before you die
The Globe and Mail consulted Certified Financial Planning Professional Kelly Ho with Vancouver’s DLD Financial Group Ltd to discuss the benefit of giving your kids inheritance before you die.
September 7, 2021
Kelly Ho: The Mentor
Kelly Ho: The Mentor. A "day in the life" interview for FP Canada. Learn how Kelly got her start, and is now a partner at DLD Financial Group and Certified Financial Planner.
May 14, 2021
Canadians are clinging to affordable rent as long as they can
Longer tenures present a shift that certified financial planner Kelly Ho is seeing in her practice in Vancouver as partner at DLD Financial Group Ltd.
September 9, 2019
Take the wheel of your financial car, new book advises
With fewer Canadian employees covered by defined benefit pension plans, financial advisors recommend people need to take the wheel of their own financial car.
October 9, 2017
Should you buy the same stocks as Warren Buffett?
Wondering which stocks to buy? Why not take cues from investing legend Warren Buffett and simply copy his portfolio?
October 29, 2015
Saving at the pump: 8 ways to use that money wisely
Gas prices across Canada are starting to creep back up, butt they’re still well below what they were last summer. That means extra money in your pocket. What to do with it?
February 6, 2015
Cash-rich Canadians hanging on to mortgages
Mortgages are typically something people can’t wait to get rid of, the kind of burden that keeps lottery-ticket sales going strong. But for some, it seems that taking on a mortgage is a good thing.
July 11, 2014
Why it pays for couples to plan for retirement together
First comes love, then comes … a shared credit card? Maybe, maybe not, but the majority of Canadians in a serious relationship have combined at least some of their finances.
November 4, 2013
Canadians unprepared for long-term care costs
Whether they're on the road to a financially secure retirement or not, people are well-versed in the concept of saving for their golden years. But three quarters of Canadians have no financial plan to pay for long-term care if they needed it, according to a new poll commissioned by the Canadian Life and Health Insurance Association (CLHIA).
July 6, 2012
Watch DLD on YouTube
Join David Drummond, Founding Partner at DLD Financial, as he breaks down key financial topics in a clear and approachable way. Like, comment, and subscribe for more Canadian wealth-building tips!