DLD FINANCIAL GROUP LTD

About DLD Financial Group

VANCOUVER CERTIFIED FINANCIAL PLANNER® PROFESSIONALS SINCE 1999

The DLD team consists only of caring and personable individuals that know each of their clients personally. We take the necessary time to figure out where you are right now before we construct your individual financial plan. Our vision to is provide our clients with a balanced approach to financial planning. We want to be one of the first people to find out when something important happens to them. We are part of our clients’ inner circle. Read what our clients say about working with DLD Financial.

Dave Drummond, Founding Partner at DLD Financial

David Drummond

Founding Partner at DLD Financial
Certified Financial Planner – CFP®
e: david@dldfinancial.com
Kelly Ho - Certified Financial Planner at DLD Financial

Kelly Ho

Partner at DLD Financial
Certified Financial Planner – CFP®
Certified Cash Flow Specialist – CCS™
e: kelly@dldfinancial.com
Ryan Stanimir, Certified Financial Planner

Ryan Stanimir

Certified Financial Planner – CFP®
Associate
e: ryan@dldfinancial.com
Brandon Glover, DLD Financial Associate

Brandon Glover

Associate
e: brandon@dldfinancial.com
Aaron Zorn - DLD Financial Associate

Aaron Zorn

Associate
e: aaron@dldfinancial.com
Ian Hartmann - DLD Financial Associate

Ian Hartmann

Certified Financial Planner – CFP®
Associate
e: ian@dldfinancial.com
Linda Dinh, Client Care Coordinator

Linda Dinh

Client Care Coordinator
e: linda@dldfinancial.com
Jaspreet Brar, Client Care Coordinator

Jaspreet Brar

Client Care Coordinator
e: jaspreet@dldfinancial.com
DLD Team - financial planners in Vancouver, BC

Anna Liu

Client Care Coordinator

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

    Becky H – Registered Nurse

  • "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

  • "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