Anna Liu

"Kelly and the DLD Financial team have been close, trusted partners who have provided valued financial planning advice to support every step of our professional and personal lives. Through DLD's Strategic Planning Process' comprehensive assessment and goal-setting method, we were able to identify the right products and approaches to achieve our personal and professional financial planning objectives."

Dr. Nathan U. & Arthur Y., Physician & Project Manager

"Really take the time to explain everything. Personal service, helpful, respond very quickly to emails or phone calls."

Jackie P - Film Production Professional

"Kelly takes a genuine interest in my life, is always even keeled, focused on how to achieve long term goals and willing to take the time needed to answer my questions, even the hard questions."

Matt L., Legal Counsel, BC Public School Employers' Association