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DLD Financial Group Ltd.
DLD Financial Group Ltd. : une planification financière claire et bienveillante pour l’avenir de votre famille.
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Business
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DLD Financial Group Ltd. : une planification financière claire et bienveillante pour l’avenir de votre famille.
Situé au 320 Granville St #1180, Vancouver, DLD Financial Group Ltd. propose des conseils financiers personnalisés et une planification financière sur mesure. Les avis soulignent l'approche professionnelle, bienveillante et réactive de Kelly Ho et de l'équipe, adaptée aux objectifs de chaque famille. Grâce à des relations de longue date et à des explications claires, ils aident leurs clients à naviguer dans les finances locales et internationales et à leur assurer une tranquillité d'esprit à long terme.
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Des stratégies personnalisées adaptées à votre situation unique et à vos objectifs à long terme, y compris la retraite et la gestion de patrimoine.
Des conseils d'expert sur les portefeuilles d'investissement, les propriétés et les actifs à l'étranger pour optimiser la croissance et la sécurité.
Planification complète pour les familles, garantissant des plans financiers solides qui répondent aux besoins de votre foyer.
Des stratégies pour sécuriser votre avenir, en mettant l'accent sur un revenu durable et la protection des actifs pour la retraite.
Assistance réactive tout au long de l'année, avec des réponses rapides à vos questions et des revues régulières de vos plans financiers.
Note globale
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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