About Us
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.
Relationships are the core foundation of our business, so DLD goes the extra mile to understand each client's aspirations and life goals. That is why every financial plan we craft is as unique as each of our clients. We help you attain the good life, so you can focus on living it.
Our financial product offerings include the following:-
- Segregated fund policies
- Annuities
- Registered retirement savings plans
- Retirement income funds
- Lifetime income benefit
- Insured retirement plans
- Life income funds
- Term deposits
- Guaranteed interest options
- Group health benefit plans
- Term life insurance
- Whole life insurance
- Disability insurance
- Critical illness insurance
- Investment loans
- Health & welfare trusts
- Saving for a child's education
- Tax-Free saving accounts
- Universal life insurance, and
- Non-Registered investments
- Please call Dave Drummond, CFP, or Kelly Ho to discuss your financial planning needs. Kelly is also fully conversant in Cantonese.
- Comments from Clients
- As the owner of a business that fabricates precision gears, I know the importance of paying attention to all the details. Kelly Ho of DLD Financial understands this concept. Kelly has provided me with a comprehensive financial plan and she has always been a pleasure to deal with.
I would not hesitate to refer other people who need financial planning advice to Kelly.~ Vinnie Lai, Owner,
Golden Gears Ltd.