DWL Financial

At DWL Financial Group Ltd., we believe that true wealth is about more than just accumulating wealth and assets. It's about creating a legacy that truly reflects your values and goals. Our mission is to help you achieve a sense of financial security and peace of mind, so you can focus on what truly matters in life.

Our Team

At the heart of our organization is a team of highly qualified and experienced professionals who are dedicated to helping you achieve your financial goals. Our team includes certified financial planners, financial security advisors, and operational and administrative support staff. With extensive expertise in wealth management, investment, and financial planning, our team is committed to working closely with you to understand your unique needs and goals.

Our Process

Our financial security planning process is designed to help you achieve your financial goals and build a legacy that reflects your values and aspirations. We take a systematic approach to understanding your needs and tailoring a customized solution to meet your unique circumstances.

Services

At DWL Financial Group Ltd., we offer a comprehensive range of financial services and solutions designed to help you achieve your financial goals and build a better future. Our services include:

• Wealth Management: We help you create a customized wealth management plan tailored to your unique needs and goals.
• Investment Planning: Our investment planners help you make informed investment decisions and manage your portfolio with confidence.
• Financial Planning: Our financial planners work with you to create a comprehensive financial plan that aligns with your goals and values.
• Risk Management: We help you prepare for the unexpected by creating a customized risk management plan that protects your assets and financial security.

Our Promise

At DWL Financial Group Ltd., we are committed to delivering exceptional customer service and building long-term relationships with our clients. We believe in the importance of understanding what is important to each individual and helping them make informed decisions to achieve their financial goals.

Meet the Team

We are proud of the talented and experienced team that makes up DWL Financial Group Ltd. Our team consists of:

• Daniel Ling, CFP: Principal and Certified Financial Planner with over 25 years of experience in the financial industry.
• Andrew Kim: Partner and Financial Security Advisor with a strong background in finance and a passion for helping clients achieve their financial goals.
• Jeffrey Tsuyuki: Financial Security Advisor with extensive experience in financial planning and a passion for helping families achieve their financial goals.
• Prisca Lau: Executive Assistant with over 10 years of experience in administrative roles and a strong background in customer service.
• Daisy Wen: Operations Support with a Bachelor of Commerce degree and extensive experience in operational and administrative roles.
• Penny Saito: Operational and Admin Support with a successful background in sales and operations management.

Get Started

At DWL Financial Group Ltd., we believe that financial security and peace of mind are within reach. We invite you to schedule an appointment with one of our experienced advisors and take the first step towards achieving your financial goals.