DLD Financial Group Ltd.

DLD Financial Group Ltd. DLD Financial is an independent Vancouver financial planning firm specializing in serving profession

DLD Financial is an independent Vancouver financial planning firm specializing in serving professionals and business owners. DLD's professional expertise and principled approach result in our clients experiencing the highest standards of financial planning excellence. Relationships are the core foundation of our business, so DLD goes the extra mile to understand each client's aspirations and life

goals. That is why every financial plan we craft is as unique as each of our clients. We help you attain the good life, so you can focus on living it.

As many families wrapped up Spring Break and eased back into routine, our advisor team did the same over the last couple...
04/08/2026

As many families wrapped up Spring Break and eased back into routine, our advisor team did the same over the last couple of weeks.

We are recharged and ready for the busy season ahead.

A huge thank-you to our amazing staff who kept the office running smoothly while some of us were away.

Their professionalism, flexibility, and dedication ensured our clients continued to receive exceptional care, without missing a beat.

Grateful to come back to such a strong team and looking forward to serving our clients through the rest of tax season and beyond.

We were honoured to celebrate International Women’s Day early at the BC Women's Health Foundation Illuminations Luncheon...
03/06/2026

We were honoured to celebrate International Women’s Day early at the BC Women's Health Foundation Illuminations Luncheon at the Westin Bayshore last week.

Hearing Jeanne Beker speak about resilience and women’s health was a powerful reminder that when we invest in women, we change futures.

At DLD Financial Group Ltd. we are focused on supporting women and families with their financial wellbeing, we’re committed to doing our part—amplifying women’s voices, advancing equity, and turning awareness into action.

As we turn the page on 2025, our team DLD Financial Group Ltd. is grateful for the opportunity to help clients navigate ...
01/06/2026

As we turn the page on 2025, our team DLD Financial Group Ltd. is grateful for the opportunity to help clients navigate markets, milestones and meaningful life decisions in 2026.

A new year is a chance to reassess priorities, refresh your financial plan and make sure your money is aligned with the life you want to live.

We are looking forward to touching base with our clients on updating goals, checking in on cash flow and savings and making thoughtful decisions.

If you'd like to start 2026 with more clarity and confidence in your financial picture, please reach out to our team - we are always happy to help!

As the year comes to a close, our team at DLD Financial Group Ltd. would like to extend our heartfelt thanks to our clie...
12/19/2025

As the year comes to a close, our team at DLD Financial Group Ltd. would like to extend our heartfelt thanks to our clients, colleagues and community for your trust and partnership.

Wishing you a joyful holiday season and a healthy, propserous New Year.

We'll be taking a short two-week break form posting here and look forward to sharing more insights with you in the New Year.

The DLD Financial Group Ltd. team kicked it off the week at our Investment Dealership Regional Meeting where some very e...
12/10/2025

The DLD Financial Group Ltd. team kicked it off the week at our Investment Dealership Regional Meeting where some very exciting updates were shared and we can't wait to share them with you some time in 2026!

Thank you Alan Pepper, Anthony Giglio, James McKay, Blaine Shewchuk, Jon Copple, David Garland, CFA and Andrew Schredl for providing an informative session.

Always wonderful to catch up with fellow colleagues as well!

  the Elite Business Accleration Forum hosted by Financial Horizons in Toronto last week.From DLD Financial Group Ltd. -...
11/28/2025

the Elite Business Accleration Forum hosted by Financial Horizons in Toronto last week.

From DLD Financial Group Ltd. - Dave Drummond, CFP®, Kelly Ho, CFP®, CCS™ and Ryan Stanimir CFP®💡 Financial Advisor attended and gathered some amazing takeaways we can't wait to further explore and imlement at our firm.

Highlights include keynote speaker The Right Honourable Stephen Harper sharing his insights on the state of the world where both Dave and Kelly had the opportunity to ask questions.

We also appreciated the opportunuty to catch up and share ideas with our MGA and carrier partners, colleagues from across the country and brushing up on planning ideas. We appreciated the breadth and depth of topics covered from tax, estate planning, insurance, investment strategies to AI and cybersecurity.

Definitely one of the best conferences we attended this year!

Thank you to the leadership team and organizers at Financial Horizons!
Nick Pszeniczny Rob DeMott Sean Downey CIM, FCSI Arlene McComish Anthony Kimbley and many more folks!

  It was such an honour to once again, sponsor  Federation of Asian Canadian Lawyers BC's annual gala. Guests at our tab...
11/20/2025

It was such an honour to once again, sponsor Federation of Asian Canadian Lawyers BC's annual gala. Guests at our table literally said that this is one of the best galas they have attended!

Thank you to Lily Y. Zhang for organizing the gala and for doing such a wonderful job MC-ing the evening. Jennine Punzalan's President speech was inspiring and resonated with many people in the room. Lastly, Gigi Chen-Kuo's keynote speech was deeply personal and memorable.

Looking forward to next year's Gala!

This past weekend, DLD Financial Group Ltd. was proud to support and attend Peninsula Gives - a very meaningful organiza...
10/28/2025

This past weekend, DLD Financial Group Ltd. was proud to support and attend Peninsula Gives - a very meaningful organization and super fun event driven to continue efforts in bucking the fundraising trend where only as little as 30% of funds raised go to the actual cause benefiting BC Children's Hospital Foundation

In their inaugural year back in 2023, over 80% of its total funds raised ended up with the Oncology Research Department at BC Children's Hospital, Vancouver

It was such a neat concept - we found out the venue the day of the event. This year's theme was "The Oliver Club."

Each year, the funds raised are donated to different departments within BC Children's Hospital, Vancouver. We're already looking forward to next year's event!

Today, we're celebrating a remarkable milestone. Happy 26th Anniversary to Dave Drummond, CFP® - our Founding Partner! D...
10/20/2025

Today, we're celebrating a remarkable milestone.

Happy 26th Anniversary to Dave Drummond, CFP® - our Founding Partner! Dave has shaped the foundation, culture and values that define our firm today.

What began 26 years ago as an ambitious vision to help families and business owners achieve financial success has evolved to a thriving firm built on trust, integrity and lasting relationships.

We are grateful for his vision, mentorship and passion for helping others succeed financially and personally.

Here's to 26 years of impact, wisdom and leadership and to many more years of guiding Canadians toward financial confidence!

Congratulations Dave Drummond, CFP®!

Wishing a Happy Thanksgiving to our valued clients, partners and team members. We are especially thankful for the contin...
10/14/2025

Wishing a Happy Thanksgiving to our valued clients, partners and team members.

We are especially thankful for the continued trust, dedication and collaboration that enrich our work everyday. It is a privilege to support your financial goals and share in your successes throughout the year.

May your holiday be filled with warmth, joy and meaningful moments with your loved ones. Thank YOU for making us part of your journey as your continued confidence inspires us to serve you with care and integrity.

Last week, we were at the Wealth Summit where we had the opportunity to listen to experts in the industry, net work with...
09/22/2025

Last week, we were at the Wealth Summit where we had the opportunity to listen to experts in the industry, net work with our peers from across the country and celebrate successes!

Address

1180-320 Granville Street
Vancouver, BC
V6B0G5

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

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