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DLD Financial Group Ltd.
DLD Financial Group Ltd.: Planificación financiera clara y compasiva para el futuro de su familia.
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Business
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DLD Financial Group Ltd.: Planificación financiera clara y compasiva para el futuro de su familia.
Ubicado en 320 Granville St #1180, Vancouver, DLD Financial Group Ltd. ofrece consultoría y planificación financiera personalizada. Las reseñas destacan a Kelly Ho y al equipo por su enfoque profesional, compasivo y receptivo, adaptando las estrategias a los objetivos de cada familia. Con relaciones de larga data y explicaciones claras, ayudan a los clientes a gestionar finanzas locales e internacionales y a garantizar tranquilidad a largo plazo.
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Estrategias personalizadas adaptadas a su situación única y a sus objetivos a largo plazo, incluyendo la planificación de la jubilación y la gestión de patrimonio.
Asesoría experta sobre carteras de inversión, propiedades y activos en el extranjero para optimizar el crecimiento y la seguridad.
Planificación integral para las familias, asegurando planes financieros sólidos que se adapten a las necesidades de su hogar.
Estrategias para asegurar su futuro, enfocadas en ingresos sostenibles y protección de activos para la jubilación.
Asistencia receptiva durante todo el año, con respuestas rápidas a sus preguntas y revisiones periódicas de sus planes financieros.
Calificación general
Donabel Santos
Kelly Ho and the DLD team have been helping our family for almost 10 years. She and her team are not only extremely professional, compassionate and responsive, but they really take care of you as a client and ensure your financial plans are sound and that it works for your unique situation. I've read the other reviews here and can attest that she's empathetic but firm, and non-judgmental about your situation and circumstance. She keeps her eyes on the goal - which is to get you the best financial plan AND RESULTS for you and your family. She has been highly recommended to me by a friend, and I am gladly recommending her to others as well.
Gosia Zobel
Kelly, and the DLD Team, have been helping my family and I meet our financial goals for over a decade. Kelly and Linda regularly demonstrate their immense expertise while tailoring customised financial planning options for us. We have properties and investments here and overseas - and Kelly has helped us navigate this with ease. We feel secure in our future knowing that Kelly is there to advise us! Highly recommend the DLD Team!!
Joanna Imoo
Kelly has been taking care of our financial planning needs for the past 3 years. She has provided excellent service and expertise. We appreciate the time she spends to make sure she gets our details right and fully understands our goals. She and Linda are always quick to respond to our questions throughout the year. Finances are an important part of life and we are thankful we have Kelly on our team!
Tony Tung
Kelly takes good care of our financial needs. Her expertise, friendly and personalized approach, and deep knowledge of planning strategies make her an invaluable asset. I especially appreciate it when I nod like I understand the technical details of what she is describing (but I don't) and she sees through it and provides a simpler explanation of we need to support our decision-making. I highly recommend Kelly and DLD for their exceptional services and commitment to client success.
Matthew Larsen
I have been working with Kelly Ho for over 6 years. In my experience Kelly is unique among the financial advisors in the comprehensive approach she takes. Kelly takes an interest in the lives of her clients, and genuinely cares about them. She is even keeled, focused on how to achieve long term goals, and willing to take the time needed to answer all my questions, even the hard ones. Kelly is trustworthy and her caring, genuine and knowledgeable approach gives me the assurance to know that my money is in good hands and that we will reach the goals we have set. That peace of mind is invaluable.
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