Diamond Retirement Planning Ltd. is an industry leader in identifying the special planning needs of those who are currently -- or will soon be -- turning their savings into retirement income.  Our processes and models have been used by banks, credit unions and insurance companies across Canada to train both independent and institutional financial advisors in the principles of retirement income structuring.

 

We work with clients in all provinces from Ontario to B.C..  Learn more about  The Prime Approach® to retirement income planning by following the link to the outline of our processes.

 

If you would like to work with us to develop your retirement income plan, the first step is to compile the information about your personal financial situation and the 'softer' issues of your hopes and expectations for lifestyle and  family in retirement.  Download our Planning Preparation Forms here.

 

Contact us to assist you in your retirement income planning.