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
Our Team
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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.
Our Approach
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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.
In the Community
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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).
Client Reviews
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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.
Our Cost Structures
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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.
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