Zoey Le

"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

“Dave treats my finances in the same way he would his own, which is key for me. Thanks to everyone at DLD for making this one of the best financial decisions I’ve made as a small business owner. ”

Leigh Walker, Partner - Lawrenson Walker Realty Advisors Ltd.

"I feel like my financial future is good hands and it's reassuring to have Kelly at the helm. Kelly is both direct and compassionate, and she (and Linda!) are a pleasure to deal with."

Claire H - Lawyer