DLD Financial Group Ltd. | Areas of Specialty

Areas of Specialty
- Tax Effective Non-Registered Portfolio Strategies/Registered Retirement Savings Plans
- Shared Ownership of Tax Exempt Insurance
- Funding of Buy-Sell Agreements and Key Person Coverage
- Group Benefits: Medical & Dental Coverage/Investment and Pension Plans
- Leveraged Investing
- Income Protection Plans/Insurance
- Saving for a child's education
- Income Planning
- TFSA - Tax Free Savings Account

Comments from Clients

Dave's intuitive and innovative advice has allowed me to implement different and successful approaches to my personal and corporate finances. I appreciate the high level of service, level of commitment, and the regular reviews. I would recommend Dave and his team to friends and family without hesitation.
~ Nick Demare, President
Chase Management Ltd.