DLD Financial Group Ltd. | Case Study: Meet the Smiths

Financial Planning Case Study

Meet the Smiths

The Smiths are a family of four Vancouverites. Ryan (41) and Rachel Smith (39) have been married for fifteen years and have two children: Lauren (11) and Curtis (13).

Ryan manages a business he inherited from his father two years ago (R&R Import/Export) while Rachel has her hands full as a stay-at-home mom.

At the breakfast table, Rachel and Ryan often chat about how they can better provide for their children.

One of their dreams is to be able to buy a second home in Whistler, a frequent winter vacation destination and where they originally met. They also wonder what their retirement will look like.

They've worked with brokers and their bank to purchase various financial products. However, they don't have a master roadmap to align their current financial strategies and ensure that their goals and dreams are within financial reach.

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Due to our commitment to client confidentiality, we couldn't provide a real-life example. This illustrative case study is based on typical financial situations we manage. To hear what real DLD clients have to say, see our testimonials.