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Welcome to Diamond Retirement Planning Ltd.

 

 Are we the right financial planners for you?

Our specialty is retirement income planning for 'nearly-retired', 'newly-retired' and 'fully-retired' couples and individuals. 

You may retire only once.  We have retired hundreds of times through our clients -- and we will use our experience to ensure that your retirement income plan is efficient, flexible and durable.  But it doesn't stop there.  Our planning services are comprehensive in nature and we want to be with you along the way as your future unfolds to monitor and adapt your plan to changing circumstances. 

Recognized Experts

When you transition from accumulating your retirement savings to structuring your assets for income, you need a specialist.  The financial planning principles and considerations for retirement are very different from those of your working years.  Since 1993, retirement income planning has been our primary focus and we are recognized experts in this area. 

Through writing, speaking and training, we have shared our expertise with consumers and advisors across Canada.  Daryl Diamond's book, Buying Time,  is now in its second printing at Wiley Publications.  This consumer-friendly retirement income handbook was the catalyst for developing industry training programs to help other financial advisors acquire retirement income planning skills.  Daryl has been instrumental in preparing advisors working in banks, credit unions and insurance companies to address the income planning needs of retiring clients.  It is our constant work with our own clients on a day-to-day basis that gives us ongoing insight to the developing needs of this special group of clients and through that insight we have been able to shape the future of financial planning for retiring Canadians.

Working Together

If you are currently retired, or just contemplating retirement, we can help you devise an income plan to achieve your objectives, and provide peace of mind with expert advice as your future unfolds.

As insiders to our profession, we know what makes for excellent financial planning and we strive for excellence.

WE ARE:

  • client-focused
  • experienced and accredited
  • comprehensive financial planners

WE EMPLOY:

  • written financial plans
  • investment policy statements
  • structured client service programs

We make every effort to ensure that you experience the highest possible level of satisfaction from your relationship with us.  More than that, we want to surpass your expectations with IDEAS, STRATEGIES and SOLUTIONS to help you achieve outcomes you would not have thought of or not thought possible.

We know our clients.  We get to know their families and the special circumstances of their life so that we can design a personal plan, provide perfect solutions and help them accomplish their unique goals.

Tell us what you want to have happen and we'll devise the blueprint to get you there.  Our approach to helping you achieve your objectives is centered on comprehensive financial planning.  Our data collection process not only identifies your financial assets, but also uncovers the very personal side of your financial and retirement planning. 

It takes specialized knowledge and experience to construct an effective retirement income plan and adapt your plan to reflect emerging needs as your future unfolds.  You'll be provided with choices and information to help you make educated decisions.  Our ongoing service will ensure your plan is meeting all your needs. 

Take advantage of our experience and expertise.  Let us show you how much better retirement can be!