DLD Financial Group is recognized as a premier financial planning firm - our professional expertise and principled approach result in our clients experiencing the highest standards of financial planning excellence. We are a downtown Vancouver-based full service financial planning firm specializing in working with professionals and business owners.
We are building a business with a clientele that has reliability. We enjoy working with a select group of clients. We are broad based in that we prepare written financial plans for clients and address both sides of the balance sheet - assets and liabilities. At this time, we are building an Economic Enterprise.
We are building a business with a clientele that has reliability. We enjoy working with a select group of clients. We are broad based in that we prepare written financial plans for clients and address both sides of the balance sheet - assets and liabilities. At this time, we are building an Economic Enterprise.
Services
The DLD team consists only of caring and personable individuals that know each of their clients personally. We take the necessary time to figure out where you are right now before we construct your individual financial plan. Our vision to is provide our clients with a balanced approach to financial planning.
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 Approach, as a formulaic guide to developing an ideal financial plan that aligns with each client's specific goals.
Check out the organizations that we we are involved in, from coaching hockey to starting a foundation for young athletes, we each focus on activities and areas that we are passionate about. The Shred Foundation was established by Wade Simmons (Professional rider, Red Bull Rampage winner and inductee into the Mountain Bike Hall of Fame) and David Drummond (big hearted, non-professional rider, lover of all things mountain biking).
DLD helps its clients to achieve long-term financial growth through combining proven financial tools that are tailored to your specific financial situation. Our team consists only of caring and personable individuals that know each of their clients personally and we take a personal interest in them.
At DLD Financial, we understand the importance of flexibility and choice in all planning. In working with our clients, our fee structure is designed to integrate seamlessly into the uniqueness of every client's financial situation and provide you with a custom fee structure that reflects the complexity or simplicity of your advice needs.
Reviews (4)
Robyn Wiener
Feb 02, 2022
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Based on a very positive recommendation from a colleague and client of DLD, I met with David Drummond and DLD Financial Group in December of 2017. Upon meeting David, I was instantly impressed and realized that meeting with DLD was going to a different experience than other financial advisors and companies I had dealt with in the past. David and his team took time to get to know me over several meetings, finding out what my personal financial goals were. I signed up with them shortly after that and have never looked back. I'm confident in trusting my finances and future of my finances with DLD
Matthew Larsen
Jul 20, 2021
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I have been working with Kelly Ho for over 6 years. In my experience Kelly is unique among the financial advisors in the comprehensive approach she takes. Kelly takes an interest in the lives of her clients, and genuinely cares about them. She is even keeled, focused on how to achieve long term goals, and willing to take the time needed to answer all my questions, even the hard ones.
Kelly is trustworthy and her caring, genuine and knowledgeable approach gives me the assurance to know that my money is in good hands and that we will reach the goals we have set. That peace of mind is invaluable
Kelly is trustworthy and her caring, genuine and knowledgeable approach gives me the assurance to know that my money is in good hands and that we will reach the goals we have set. That peace of mind is invaluable
Christopher Schuld
Oct 26, 2018
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Leigh Walker
Jun 28, 2018
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