text: DLD Financial Group Ltd. | DLD Money Thought: MARCH 2014
  DLD Quarterly Money Thoughts
  RRSP Deadline for 2013 Advocis Petition
  DLD in the Community DLD's Newest Admin Extraordinaire
  RRSP Contribution Deadline for 2013 Tax Year: March 3, 2014
  Make your lump sum contributions and/or set up regular contributions to take advantage of dollar-cost averaging. Please contact either Dave or Kelly for more information.
  Advocis -
  Committing to a New Industry Benchmark
  Both Dave and Kelly are long-standing members of Advocis and Certified Financial Planner Professionals. Please join us in supporting professional excellence in our industry.
  Millions of Canadians rely on financial advisors and planners to provide them with appropriate advice and access to suitable financial products and services. Consumers should be able to count on widely-held standards of professionalism and a high degree of accountability from their advisors.
  The problem is that anyone, regardless of their level of financial acumen or sophistication, can represent themselves as a financial advisor or planner and give what they claim to be "good financial advice".
  Advocis's proposed professions model calls for the title "financial advisor" to be strictly regulated, and for all titleholders to be required to maintain membership with a recognized professional association.
  The professions model would protect consumers by raising the professional bar for all financial advisors. Consumers would be assured that any titleholder is qualified to provide sound financial advice and is accountable to the highest standard of conduct and ethics.
  Under the proposed professions model, advisors and planners would be required to:
  - meet initial and ongoing proficiency standards;
  - satisfy strict continuing education requirements;
  - adhere to a code of professional and ethical conduct; and
  - maintain appropriate levels of errors and omissions insurance
  > Click here to sign the petition.
  DLD in the Community
  Living on the beautiful west coast of Canada provides so many opportunities to get outside and explore almost year-round. My favourite way to get out there is cycling, a passionate pastime since the 90s. Staying fit, breathing in the clean mountain air and feeling the adrenaline kick in while maneuvering down a trail is an excellent contrast to the office where I spend time assisting clients with their financial goals.
  Off the bike, I love supporting young athletes as part of the Rocky Mountain Cycles Altitude Enduro Team. The opportunity to help lead some of the best mountain bikers in the world to compete in fantastic athletic spectacles like Crankworx (held annually in Whistler, BC) has been incredibly rewarding.
  Outside the office, I devote my time and energy to an organization close to my heart - Kiwanis. As a long-time member of a global organization devoted to helping children, one community at a time, volunteering has been an eye-opening journey. It has been a wonderful full circle feeling being a mentor and advisor to the Kiwanis International High school Program at Vancouver Technical Secondary where I first became affiliated with Kiwanis through the Van Tech Club (Key Club)
  Working alongside like-minded individuals who share the same passion for positive change, we participate in an annual Children's Christmas Party & Clothing Drive and most recently held our very first (and very successful) Dress for Success & Working Gear Clothing Drive. Thanks to everyone who contributed and helped to make it a resounding success.
  On a local level I'm currently heading a sub-committee where I volunteer my time in the community, while also assisting in a large fundraising campaign to eliminate neo-natal tetanus in the world. Kiwanis tackles the important issues, but, believe me, there is still room for "fun" in "fundraising". To find out how you can help, click here.
  DLD's Newest Admin Extraordinaire
  Meet DLD's newest administrative coordinator: Xianny Ng. Originally from Singapore, she landed in Vancouver by way of Buffalo, NY, and finds the West Coast much more pleasant than upstate New York. Before joining DLD Financial Group, she worked with small businesses as a web communications consultant, and is delighted to bring her enthusiasm for client service to the team.