DLF Financial Services Inc.
Who we service
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Business owners general
Families
Pre-retirees and retirees
Financial planning in Alberta, Saskatchewan and British Columbia
By your side, guiding your financial journey
At DLF Financial Services Inc., we believe financial planning should bring clarity, comfort, and confidence, not confusion or pressure. That’s why we focus on education and empowerment, helping Clients truly understand their options so they can make decisions that support their life, values, and future.
Trust is at the heart of everything we do. From day one, our team works together to protect what matters most and provide continuity through every stage of life. Our logo symbolizes the strength of a bird and its nest, reflecting the care, protection, and long-term vision we bring to every relationship. We guide, plan, and help protect so Clients can confidently make big life decisions, protect their families, plan for retirement, and experience a deeper sense of security.
With a team you can count on, and a plan built for real life, supported by the clarity of big-picture vision, we are here to guide your journey through life’s milestones and moments.
Products and services
Health insurance products
Life insurance products
Saving, budgeting and investing
The value is in the full picture
Many Clients begin with one need in mind such as investments, insurance, or retirement, without realizing how connected every part of their financial life truly is.
At DLF, we are advisors who see the full picture. From protection planning to investment strategy, education is at the heart of everything we do. We take the time to explain how it all fits together so you can make confident decisions and understand the value of each one along the way.
Whether you are a business owner, a farmer, a professional, or working in oil and gas, we customize our planning to your goals, your lifestyle, and your stage of life.
Planning with us is meant to feel approachable, warm, and clear. Like a nest, it is a place where your goals can take shape, supported, protected, and free to grow.
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Get in touch to set up an RESP for your child.
Get in touch to set up an RESP for your child.
- Diversify your investment portfolio
- Reassess your withdrawal strategy
- Look for senior discounts
- Delay old age benefits, if possible
Remember, the key is to be proactive and adaptable. Reach out to review your financial situation and make necessary adjustments.
- Diversify your investment portfolio
- Reassess your withdrawal strategy
- Look for senior discounts
- Delay old age benefits, if possible
Remember, the key is to be proactive and adaptable. Reach out to review your financial situation and make necessary adjustments.
- Separate your personal and business finances
- Keep detailed records -Save receipts
- Think about tax implications
- Consider insurance
If you have questions about how to handle your new income, reach out!
- Separate your personal and business finances
- Keep detailed records -Save receipts
- Think about tax implications
- Consider insurance
If you have questions about how to handle your new income, reach out!
Office information
