DLD Financial Group Ltd.

Services
The backbone of DLD Financial Group's success is consistency and an understanding that continuity of services is what builds and maintains excellent relationships. We have developed our own process, The Strategic Planning ApproachTM, as a formulaic guide to developing an ideal financial plan that aligns with each client's specific goals.

We go to great effort to understand and document your financial objectives as well as your existing asset classes including your real estate. We also calculate your after-tax cash flow.

Once we know your complete financial picture, we use a combination of financial products to assist you in reaching your goals. These financial products could include several or all of the following:
- Segregated funds
- Annuities
- Registered retirement savings plans
- Retirement income funds
- Lifetime income benefit
- Insured retirement plans
- Life income funds
- Term deposits
- Guaranteed investment certificates
- Group health benefit plans
- Term life insurance
- Whole life insurance
- Disability insurance
- Critical illness insurance
- Investment loans
- Health & welfare trusts
- Registered education savings plans
- Tax-Free saving accounts
- Universal life insurance, and
- Non-Registered investments
We invite you to call us today to arrange a free consultation to assess your current financial picture and begin the process of preparing an achievable financial plan.

After a financial plan is implemented, the DLD team continually monitors strategies and portfolios to ensure that each client remains informed and up-to-date regarding all elements of their financial plan. DLD is an independent firm and the advice provided to each client is reflective of this.

Services