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DLD FINANCIAL GROUP LTD. -
Vancouver Certified Financial Planner® Professionals

Financial Planning Case StudyFinancial Planning Case Study


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DLD Financial is an independent Vancouver financial planning firm specializing in serving professionals and business owners. DLD's professional expertise and principled approach result in our clients experiencing the highest standards of financial planning excellence.

 

Everyone has different ideas about what the good life is. For some of our clients, the good life means retiring comfortably in their dream home. For others, it is getting away from home by vacationing several times a year. It can also mean ensuring that your children have access to a good education without inheriting debilitating student loans as their graduation gift. To others, the good life is defined by having the time and freedom to contribute to an important cause or having the cash to leave a sizable endowment as their legacy.


Whatever your aspiration, and no matter how big your dreams are,
DLD Financial is here to help you turn your goals into reality by creating a financial plan.

 

Our core competency is financial planning whereby we create a comprehensive and customized financial plan tailored for you. Achieving long-term financial growth is a precursor to enjoying the good life. Let DLD, your Vancouver financial planning specialists help you set your goals and then realize them with a systematic financial plan.

 

We welcome your call or email to arrange a meeting at our offices in downtown Vancouver. Please call Dave Drummond, CFP, or Kelly Ho, CFP to discuss your financial planning needs. Kelly is also fully conversant in Cantonese.

 


The partners at Strategex Group value the relationship with DLD. The two companies share a common philosophy of providing excellent customer service and a desire for creative innovative and custom tailored strategies for our clients. We are extremely appreciative of the high level of professionalism that Dave and his team provide. We look forward to maintaining and further developing our business relationship with DLD." ~ Lakh Multani, CA, Partner, Strategex Group Chartered Accountants & Management
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