Retirement Income Planning

We're an industry leader in identifying the special planning needs of those who are currently and those who soon will 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. Through writing, speaking and teaching, Daryl Diamond has been instrumental in changing the face of retirement income planning across Canada. His latest book, Your Retirement Income Blueprint, is a consumer-friendly guide to putting the compenents together and creating an effective, efficient, retirement income plan.

We have personally guided hundreds of clients through the income planning process and been there for them to adapt their plans when circumstances changed. Family and health issues, market conditions, changes to government programs and taxation, and changes in spending patterns can all affect your retirement income plan. Take advantage of our experience and knowledge to help you manage your income plan. We will give you confidence and insight to spend your savings in such a way as to achieve maximum satisfaction from those assets and entitlements you have taken a lifetime to accumulate.

We work with clients in all provinces from B.C. to Newfoundland. 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 Forms

Download our Planning Preparation Forms here.

Contact us to assist you in your retirement income planning.


111 Pulford Street
Winnipeg, MB R3L 1X8


phone: 1-204-949-4749
toll-free: 1-888-949-7743