2: Expert Interview: Kelly Ho | DLD Financial Group

Meet Kelly:

I entered the financial services industry in 2005 immediately after my graduation from the University of British Columbia. I hold the Certified Financial Planner (CFP) designation and the Certified Cash Flow Specialist (CCS) certification. Among my peers, friends and family, I am best known for my commitment to professional excellence, leadership in the community, and my passion for helping others.

I am an active member of the industry professional association, Advocis– The Financial Advisors Association of Canada, and I’m a qualifier for the Million Dollar Round Table – The Premier Association of Financial Professionals. I’ve been a longstanding Kiwanis Club of Vancouver member who has carved my niche in the organization by working extensively in the area of youth initiatives. I am also fully conversant in Cantonese.

When I’m not meeting with clients and putting together cash-flow and financial plans, I spend much of my time attending toddler activities with my children, attending various festivals around the city and planning my next family vacation with my husband Gabriel.

Kelly Ho
kelly(at)dldfinancial(dotted)com
604.681.7185

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Links mentioned in this episode:

dldfinancial.com