DLF Financial Services Inc.
Who we service
Learn more
Business owners general
Families
Pre-retirees and retirees
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
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.
Stay informed
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Some costs you may need to consider are:
- Legal fees
- Dividing your assets and debts
- The cost of shared custody of children
If you’re going through a divorce, it’s a good time to assess how this will affect your finances now and into the future. Let’s make a plan that you feel confident in.
Some costs you may need to consider are:
- Legal fees
- Dividing your assets and debts
- The cost of shared custody of children
If you’re going through a divorce, it’s a good time to assess how this will affect your finances now and into the future. Let’s make a plan that you feel confident in.
Key things to consider:
- Minimum annual withdrawals
- Tax implications
- Investment strategy adjustments
Let's chat about these upcoming changes and how we can navigate them together.
#RetirementPlanning #RRSP #RRIF
Key things to consider:
- Minimum annual withdrawals
- Tax implications
- Investment strategy adjustments
Let's chat about these upcoming changes and how we can navigate them together.
#RetirementPlanning #RRSP #RRIF
Get in touch today to discuss how you can protect your business.
Get in touch today to discuss how you can protect your business.
Office information
