Testimonials
I am very grateful to have met Dave and hired DLD Financial to provide me with creative financial planning ideas. The step by step process that DLD uses has enabled me to allocate money where it best suits my needs and goals. I feel confident about my future knowing that my finances are in line without having to sacrifice my current lifestyle.
David J. Bell, Partner
Guild, Yule & Company LLP Barristers & Solicitors
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 Consultants
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.
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.
I have dealt with Dave for over 2 years and he constantly exceeds my expectations without the traditional high pressure sales pitch normally associated with Life Insurance professionals.
As a financial planner, his scope of investment and insurance product offerings is very large.
Steve Harpur, CGA
- Comments from Clients
- I have dealt with Dave for over 2 years and he constantly exceeds my expectations without the traditional high pressure sales pitch normally
associated with Life Insurance professionals.
As a financial planner, his scope of investment and insurance product offerings is very large.~ Steve Harpur, CGA