FREE FINANCIAL RESOURCES

 
 
 
 
  EXCELLENT  
  
 Based on 21 reviews 
 
 
  
 
 
 
 
 
 
 
 
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Donabel Santos 
 
 
 
  
Kelly Ho and the DLD team have been helping our family for almost 10 years. She and her team are not only extremely professional, compassionate and responsive, but they really take care of you as a client and ensure your financial plans are sound and that it works for your unique situation. I've read the other reviews here and can attest that she's empathetic but firm, and non-judgmental about your situation and circumstance. She keeps her eyes on the goal - which is to get you the best financial plan AND RESULTS for you and your family. She has been highly recommended to me by a friend, and I am gladly recommending her to others as well.
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Gosia Zobel 
 
 
 
  
Kelly, and the DLD Team, have been helping my family and I meet our financial goals for over a decade. Kelly and Linda regularly demonstrate their immense expertise while tailoring customised financial planning options for us. We have properties and investments here and overseas - and Kelly has helped us navigate this with ease. We feel secure in our future knowing that Kelly is there to advise us! Highly recommend the DLD Team!!
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Kevan Cote 
 
 
 
  
Kelly has been amazing to us, taking the time to consider various financial options and clearly explain them to us. I would recommend DLD to anyone looking for financial advice or insurance options, specifically if you are new to investment and wanting help from a professional as we were.
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Joanna Imoo 
 
 
 
  
Kelly has been taking care of our financial planning needs for the past 3 years.  She has provided excellent service and expertise. We appreciate the time she spends to make sure she gets our details right and fully understands our goals. She and Linda are always quick to respond to our questions throughout the year. Finances are an important part of life and we are thankful we have Kelly on our team!
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Tara Clark 
 
 
 
  
I’ve worked with Kelly Ho for many years and have enjoyed the process we’ve gone through every step of the way.
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Amanda Watson 
 
 
 
  
Kelly Ho has taken the stress out of financial planning, which for us has been huge. She shows us how we can save and invest to meet our goals as our financial and life circumstances change. She is so knowledgable about how to create a budget and savings plan that mitigates risk and optimizes cash flow. I know that if anything changes in our situation or we are met with unforeseen challenges, she will be extremely helpful and compassionate. Kelly has introduced us to products that we would otherwise not know about. She is also so empathetic and non-judgmental about the ebbs and flows of financial health! I recommend her to all of my friends.
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Raina Vinod 
 
 
 
  
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 Colonval
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Chris Hefford 
 
 
 
  
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.
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Claudia Poon 
 
 
 
  
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.
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Olivia Yin 
 
 
 
  
Kelly has been an amazing advisor for our personal investment and my family business for years. Highly recommended!!!