Television Appearances
Daryl Diamond on TD Waterhouse 'Money Talk' -- with Patricia Lovett-Reid
Business News Network January 28, 2008
watch the video
Articles For Consumers
Facing Retirement With No Pension?
- Financial Post December 10, 2005
Without the safety net of a Defined Benefit Pension Plan, some retirees may want to consider buying annuities to provide at least a base amount of income they can't outlive.
Retirement Turns Financial Focus on its Head
- Globe and Mail Special Information Supplement October 30, 2006
Having spent decades focused on income accumulation, many retiring boomers find it hard to mange the conversion of their savings into cash flow.
You're Never Too Old To Start A Business
- Investment Executive
Daryl Diamond suggests some cost-effective ways to fund a business loan after retirement.
Senior boomers want more than bare-bones care
- Investment Executive - August 2006
What am I really worth?
- Financial Post - March 2006
Bill was planning to retire to his modest cottage on Lake of the Woods. Now he's buying a lakeside condo and hopes to travel for two or three months every year.
Couple's retirment goals easily attainable
- Investment Executive - February 2006
But advisor's options vary on annual income and investment weighting.
Financial goal well within reach
- Investment Executive - June 2006
With adequate pension and income assets, stated goals would be easily attainable, but couples may be underestimating the cost of two homes and an active lifestyle.
Articles For Advisors
Registered plans not always a client's best route
- Investment Executive November 2007
Common wisdom to the contrary, contributing to an RRSP is not always the best strategy for everyone
Advisors Better Start Rocking...
- The Insurance Journal November/December 2005
Attitudes have changed among today's retirees -- differences in values between baby boomers and their parents means that advisors must recognize different planning parameters.
RRSP Survival Guide: Protect, Preserve, Perpetuate
- Advisors' Edge RRSP Survival Guide December 2004
Putting strategies in place to insulate a client's current income capital against market downturns will help advisors generate sufficient income for their clients during retirement.
Accelerate clients' RRIF withdrawals, experts say
- Investment Executive - November 2007
High net-worth clients looking to avoid a "tax trap" later in life should consider accelerating the withdrawal schedules from their registered retirement income funds.
Articles from The Standard Life "Making Retirement Better" Income Planning Program:
http://www.advisors.standardlife.ca/retirement_income/en/index.html
You're missing the boat if you think there’s no money in working with clients who are ready to retire.
Consolidating… The First Step to Making Retirement Better
Consolidating retirement assets with one advisor can help to make the retirement income planning process more effective for clients and advisors.
Life Annuity... The Building Block To A Diversified Retirement Income
A discussion of annuities and how their inherent features can serve to meet retirement objectives.
Life-Altering Events That Drive Changes in Retirement Plans
Retirement is not a singular, static event. This article explains how the retirement stages are driven by various life-altering events.
Planned Giving as it relates to the various stages of retirement. Daryl Diamond explains why Planned Giving should be a topic on every client/advisor discussion list.
Making Effective Use Of The Ten-Year Window
Daryl Diamond discusses the balance between accumulation considerations and potential withdrawal issues, as well as planning consideration for those within ten years of retirement.
Within Five Years of Taking Income
Daryl Diamond presents fine-tuning points to be considered within five years of retirement. The opportunities available which can lead to a more effective and efficient transition are also discussed.
Saving changes...