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
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
See more articles
November is the ideal time to focus on:
• Building a strong financial foundation
• Understanding investment basics
• Planning for long-term goals
Want to improve your financial literacy? Let's connect to explore how you can achieve your financial goals.
You can also learn more about your money habits here >> https://www.sunlife.ca/en/investments/how-to-build-healthy-money-habits/
November is the ideal time to focus on:
• Building a strong financial foundation
• Understanding investment basics
• Planning for long-term goals
Want to improve your financial literacy? Let's connect to explore how you can achieve your financial goals.
You can also learn more about your money habits here >> https://www.sunlife.ca/en/investments/how-to-build-healthy-money-habits/
Did you know, by December 31 of the year you turn 71, you must convert your RRSP to an RRIF or annuity? This new approach helps maintain your investment strategy and income flow, so you'll have more flexibility to manage your retirement income.
Remember, small adjustments now can lead to big comfort later. Let's chat.
Did you know, by December 31 of the year you turn 71, you must convert your RRSP to an RRIF or annuity? This new approach helps maintain your investment strategy and income flow, so you'll have more flexibility to manage your retirement income.
Remember, small adjustments now can lead to big comfort later. Let's chat.
Here are some areas you can focus on:
-Reviewing your 2025 goals and celebrate your wins
-Assessing your financial position and tax situation
-Identifying areas for growth and improvement in 2026
-Starting to set realistic goals for the new year
-Business owners face unique challenges. Let's find options to help you thrive in 2026 and beyond.
#BusinessPlanning #YearEndReview #2026Goals
Here are some areas you can focus on:
-Reviewing your 2025 goals and celebrate your wins
-Assessing your financial position and tax situation
-Identifying areas for growth and improvement in 2026
-Starting to set realistic goals for the new year
-Business owners face unique challenges. Let's find options to help you thrive in 2026 and beyond.
#BusinessPlanning #YearEndReview #2026Goals
Office information
