Vancouver summer

Money Thoughts – June

DLD Quarterly Money Thoughts (June 2021) includes DLD in the Media – FP Canada Feature, Group Benefits and Monthly Investment Commentaries
KELLY HO: THE MENTOR
FP Canada Feature – “A Day in the Life of Kelly Ho”

Our very own Kelly Ho was recently featured on the FP Canada website – the professional body for the Certified Financial Planner professional designation. The goal of this feature is to promote the CFP designation as a standard in our industry and to encourage more people to consider becoming a financial planner as a career option. We are proud to be able to contribute to our profession in a meaningful way to ensure more Canadians have access to professional advice.

Source: FP Canada

Ryan S.
Group Benefits with Ryan Stanimir

Attention BUSINESS OWNERS:

Did you know DLD financial group offers employee benefit programs?

Whether you are new to the market or you have an existing plan – we have you covered. We find that although most companies have benefits, they aren’t always maintained in an efficient manner. Our role at DLD Financial Group is to act as your representative between company and the group benefit provider. We have access to several group benefit providers and will ensure we find a company that best fits your unique needs. As a complimentary service, we offer to review current benefit plans.

Based on our proven group planning approach:

  1. We review your current plan to ensure optimal value.
  2. We shop the market to ensure that you are being provided the ideal benefits, save you time and peace of mind, along with the most cost-effective rates.

We pride ourselves on our dedication to industry-leading service and are committed to providing innovative products and technology-based solutions to help you reach your goals.

  • Partnership: We work with you to reach your service goals
  • Flexibility: No matter the size of your group- We can design a benefit plan that fits
  • Strong service levels: We take great pride on ensuring on plan member satisfaction

We appreciate the opportunity to introduce our group benefit services if you weren’t already aware. Should you be interested in hearing more, we would love the opportunity to learn more about you and company in an 15 minute introduction. Please schedule an introductory meeting through the below link:

Current Behavior of the Markets: Coronavirus (Covid 19)
Monthly Market Commentaries

Did you know that we provide monthly market commentaries on our website? Roughly around mid-month, we will have the previous month’s commentary posted on our website. This is in addition to our quarterly webinars that we’re aiming to provide in order to keep you informed.

Here is the latest monthly commentary and please check back on a regular basis for updates.

Source: Mackenzie Investments

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 fantastic summer!
Dave, Kelly and Ryan

E&OE