I have been helping people achieve their financial goals since 1999 and hold the Certified Financial Planner (CFP) designation. I am known among my peers, friends and family as an innovative thinker who invites and tackles challenges without defeat. I want for my clients what I want for myself- to work efficiently and effectively to enjoy the many facets of life. My ambitious nature has enabled me to create my own firm DLD Financial Group Ltd.
I also created “The Strategic Planning Approach™“ to provide my clients with a goal oriented planning process that provides clarity and helps optimize opportunities. I am a member of Advocis – The Financial Advisors Association of Canada, and have been a qualifier for the Million Dollar Round Table – The Premier Association of Financial Professionals since 2001.
I live in a household of girls along with my wife Shannon, my two daughters and our rescued dog, Penny. Much of my spare time is spent mountain biking, snowboarding, travelling the world with my family and friends, and coaching my girls’ sports teams.