Meet Daryl Diamond
CFP, CLU, Ch.F.C.
Daryl is an advisor, author and educator 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 effectively and efficiently address the needs of the retirement income market. His work focuses on helping retirees reconcile their varying needs for income and lifestyle fulfillment as they progress through different stages of their retirement.
His Winnipeg, Canada -based practice, Diamond Retirement Planning Ltd, is dedicated to this service as well as the specialized investment strategies, health-risk management issues and wealth transfer considerations that are unique to this market. Of his 37 years in the financial services industry, the last 25 years have been dedicated to the area of retirement income planning. This has provided a great deal of insight into and experience in the key considerations and issues that retirees must address.
He has published three retirement income guides. "The Structure of Retirement Income" was released by CCH Publications in 1998. His second book “Buying Time” was first published by John Wiley and Sons in 2003. His latest book, “Your Retirement Income Blueprint” was released in April 2011 and updated for re-release in 2014 as a Canadian best seller.
He is in demand across the industry to impart his insights and train other advisors in the specialized strategies of retrirement income planning. In 2006 he presented at the Top of The Table annual meeting, addressed the MDRT annual meeting in 2009 as well as presenting at the MDRT Experience in Singapore in 2011. He has been a repeat guest on Business News Network, on The Exchange with Amanda Lang, and frequently provides content for financial writers and journalists across Canada. He currently conducts formal training programs on retirement income planning for banks, insurance companies, and one of Canada’s premiere mutual fund companies.
Member: The Financial Planning Standards Council of Canada
Member: The Financial Advisors Association of Canada (Advocis)
Consumer Information Links:
- The Canadian Securities Administrators National Registration Database includes a registration search tool -- search by individual name