DLF Financial Services Inc.

Big-picture financial planning for business owners, professionals and families.

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Who we service

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Business owners general

Helping business owners take control of their finances one step at a time.

Families

Helping families protect what matters most and work towards a secure financial future for each family member.

Pre-retirees and retirees

Retirement is your time to shine. Let’s work together to turn your retirement plan into a reality.

Financial planning in Alberta, Saskatchewan and British Columbia

Let’s assess your goals and create a custom financial plan that helps you achieve them. Whether you are just starting out, ready for retirement or somewhere in between, we can assist. Our team has the experience and knowledge to help you grow your wealth while protecting what matters most.  


Our office is in Medicine Hat, Alberta. We offer in-person appointments at our office and virtual appointments throughout Alberta, Saskatchewan and British Columbia. Contact our office to book an appointment. 

By your side, guiding your financial journey

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

Browse through the product and services offerings below to learn more. Every financial and protection strategy is different. When we meet, we’ll discuss what might be right for your unique situation. Reach out if you have any questions or are ready to get started.

Health insurance products

Health insurance gives you financial coverage to help pay for health-care needs. This insurance goes above and beyond Canadian health-care coverage.

Life insurance products

Life insurance allows you to protect the people you love by providing your beneficiaries a tax-free cash payment when you die.

Saving, budgeting and investing

Reaching your financial goals starts with a budget and savings plan. Let’s make your money go further.
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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.

The value is in the full picture.

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Sunlife
We are contracted with Sun Life Financial Distributors (Canada) Inc., a member of the Sun Life group of companies. Mutual funds distributed by Sun Life Financial Investment Services (Canada) Inc.