Daryl Diamond,
CFP, CLU Ch.F.C. 

Daryl is a Winnipeg-based author, educator and advisor on the subject of using your assets to realize the greatest amount of security and satisfaction during the retirement years. He is well-known among his peers as one of the first financial advisors in Canada to identify the special skills and knowledge required to turn accumulated assets into income, while reconciling the varying needs for income and lifestyle as individuals and couples progress through the stages of retirement.  He is in demand across the industry to impart his insights and train other advisors in the new, specialized strategies.  

Daryl's book, "Buying Time – Trading Your Savings for Income and Lifestyle In Your Prime Retirement Years" from John Wiley & Sons is now in its second printing.  It is a consumer-friendly guide which describes the principals employed in his own practice to help clients structure their personalized income and lifestyle plan. His theme of building relationships of trust with clients and incorporating the personal aspects of retirement planning into the financial aspects of asset management is a timely approach to providing financial services.

 

Daryl is the Retirement Income Specialist for The Knowledge Bureau, a provider of education and intellectual content to the financial services industry, and a consultant to financial institutions across Canada. 

   

 

 

Credentials

Bachelor of Education 1978
Chartered Life Underwriter 1988
Chartered Financial Consultant 1989
Canadian Investment Funds Course 1992
Canadian Securities Course 1994
Certified Financial Planner 1996
President: Canadian Association of Pre-Retirement Planners (CAPP),Manitoba Chapter 1997-98
Author: Buying Time: Trading Your Savings for Income and Lifestyle in your Prime Retirement Years
Author: Maximum Income Strategies -- Processes and Tools for Advisors Specializing in the Retirement Income Market
Author: Prime Approach® Retirement Planning Seminar
Author: PlanSmart® Financial Planning Seminar
Author: The Structure of Retirement Income (Published by CCH Canada)
Faculty Member - Retirement Income Specialist: The Knowledge Bureau