DLD FINANCIAL GROUP LTD

Services at DLD Financial Group

Independent Advice. Proven Strategies. Lasting Results.

Since 1999, DLD Financial has been helping Vancouver professionals, families, business owners, and organizations take control of their finances with comprehensive, personalized planning. From cash flow and investments to insurance, tax, and group benefits, our goal is simple: to help you make confident decisions today that protect your lifestyle, your legacy, and your business tomorrow. Whether you’re building wealth, preparing for retirement, managing employee benefits, or ensuring your estate is in order, our team creates tailored strategies that reflect your goals, values, and priorities – so you can focus on what matters most with peace of mind.

Financial Services: Cashflow Planning

Comprehensive Financial Planning

Cash Flow Planning

Cash-Flow Planning

Modified Work Program

Insurance Planning

Financial Services: Group Benefits

Ascent™ Group Benefits

Financial Services: Estate Planning

Estate Planning

DLD Retirement Planning for Canadians

Retirement Planning

Financial Services: Investment Planning

Investment Planning

Financial Services: Asset Tax Estate

Asset, Tax & Estate Optimization

DLD’s Second Opinion Service – A tailored review to help you feel confident about your financial future