DLD Financial Group is a team of experienced and passionate financial planners based in downtown Vancouver. Since 1999, we have been helping individuals and business owners in the Vancouver area achieve their financial goals and dreams.
Our Approach to Financial Planning
We believe in a balanced approach to financial planning that considers both the present and the future. We take the time to understand your unique situation, goals, and anxieties to create a personalized plan that aligns with your values and aspirations.
Our Services
We offer a comprehensive range of services to meet your individual needs, including:
- Financial Planning: Developing a customized plan that outlines your financial goals, investments, and risk management strategies.
- Investment Management: Guiding you through the complexities of investing to maximize returns and mitigate risk.
- Retirement Planning: Maximizing your pension plans and saving for a comfortable retirement.
- Estate Planning: Ensuring your assets are protected and your wishes are fulfilled after death.
- Insurance Planning: Identifying and securing the right insurance coverage to protect your financial security.
- Business Planning: Guiding small businesses in financial planning and retirement planning.
What Sets Us Apart
- Personalized Attention: We take a personalized approach, tailoring our planning to each client's unique situation and goals.
- Accessibility and Communication: We prioritize open communication and clear explanations.
- Transparency and Expertise: Our team consists of highly qualified and experienced professionals.
- Client-Centric Approach: We are dedicated to building strong relationships with our clients and collaborating with them every step of the way.
Client Testimonials
"DLD Financial has been an invaluable partner in achieving my financial goals. They take the time to understand my needs and provide personalized guidance that has been instrumental in my financial success." - Nick Demare, CA, President - Chase Management Ltd.
Join Us On Your Financial Journey
We are committed to helping you achieve financial clarity, security, and peace of mind. Contact us today to schedule a consultation and discuss your financial goals with one of our experienced financial planners.
Exceptional Financial Planning and Service
Trust and Expertise
The reviews highlight the exceptional financial planning and service provided by Kelly and the DLD Team. Clients praise Kelly's expertise, professionalism, and personalized approach to financial planning. Many clients appreciate Kelly's ability to explain complex financial concepts in a clear and simple manner, making them feel confident and secure in their financial future.
Customized Financial Planning
Kelly and the DLD Team are commended for their ability to tailor customized financial planning options to meet the unique needs and goals of their clients. Clients appreciate the team's attention to detail, taking the time to understand their goals and providing strategic advice and financial plans that align with their objectives.
Peace of Mind and Trust
Clients express their gratitude for the peace of mind and trust they have in Kelly and the DLD Team. They feel confident that their financial affairs are in good hands, and that Kelly and her team will be there to support them through life's changes and challenges.
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