|
Are we the right financial planners for you?
Our speciality is retirement income planning for 'nearly-retired', 'newly-retired' and 'fully-retired' couples and individuals. And we have clients from coast to coast.
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 and ongoing. We want to be with you along the way as your future unfolds to monitor and adapt your plan to changing circumstances.
Recognized Experts
Diamond Retirement Planning Ltd. is a recognized leader in the specialized area of Retirement Income Planning. Our expertise has led to numerous opportunities to share our insight with consumers and advisors across Canada.
Through writing, speaking and training, Daryl Diamond has been instrumental in preparing advisors working in banks, credit unions and insurance companies to address the income planning needs of retiring clients - clients who have planning issues very different from those of clients who are just saving for retirement. 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.
Daryl's book, Buying Time from Wiley Publications, was the consumer-friendly retirement income handbook which was the catalyst for developing industry training programs to help other financial advisors acquire retirement income planning skills. In April 2011, Wiley released "Your Retirement Income Blueprint" which further addresses current developments in retirement income planning.
As insiders to our profession, we know what makes for excellent financial planning and we strive for excellence.
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.
We work with Canadians from coast to coast. Take advantage of our experience and expertise. Let us show you how much better retirement can be!
|