DLD Financial Group Ltd. -
Vancouver Certified Financial Planner® Professionals
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
Our core competency is financial
planning whereby we create a comprehensive
and customized financial plan tailored for you. An effective financial plan must start with a solid foundation. As a result,
we start by learning all about your existing allocation of assets (both
financial and nonfinancial), your tax deductible and non-tax deductible
debt, your insurance coverage, and your free cash flow.
Concurrently, we learn what your financial objectives are and assist you
in ensuring that these objectives are realistic and achievable. We also
assess your true financial risk tolerance. Twelve years in the business
has taught us that most people's financial risk tolerance is not defined
by completing a form which ranks risk tolerance on a scale of 1 to 10!
Finally, we take your current financial snapshot and devise a financial
plan that will achieve your goals using reasonable assumptions on the
amount of time it will take and the compounded rate of return that you
will need to reach your goals.
The DLD Team
You may have noticed that we use the word "we" instead of "I". The members
of our advisory team all are university graduates with additional specialized
financial training and education. Our planners hold various designations
including the Certified Financial Planner (CFP) designation and we rely
on in-house, Vancouver based financial professionals who have earned financial
designations such as Chartered Financial Analyst (CFA), Financial Management
Advisor (FMA), and have completed other courses such as the Canadian Securities
Course (CSC), the Professional Financial Planning Course (PFP), the Wealth
Management Techniques Course (WMT), the Derivatives Fundamental Course,
and the Conduct and Practices Handbook Course (CPH) .
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
"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, Partner, Strategex Group Chartered Accountants & Management