Eliott Einarson

B.A., B.Ed., CFP

Eliott-Einarson-2017Eliott's experience over the past 9 years working with couples and individuals entering into and moving through retirement has given him an insightful understanding of the issues facing retirees and the importance of an expert income plan.

As a Certified Financial Planner, Eliott's commitment is to develop long-term relationships with his clients, implementing sound retirement strategies to maximize income and minimize risks, giving clients confidence and peace of mind about achieving their retirement plans. He takes time to listen, with the intention of getting to know his clients better to accurately understand their objectives so he can provide guidance and solutions in a well-constructed, written financial plan.

Eliott’s expertise and unique process to retirement income planning has been profoundly influenced by working alongside Daryl Diamond and incorporating his signature approach to retirement income planning.

A thorough financial planning process and a balanced approach to investing will lead to long-term success and help his clients achieve all their financial dreams.

Credentials

Bachelor of Education 2003
Bachelor of Arts 2001
Life License Qualifying Program
Life and Accident & Sickness Insurance Licenses
Canadian Investment Funds Course
CFP Core Curriculum courses
Certified Financial Planner 2016

 

Consumer Information Links: 

  • The Canadian Securities Administrators National Registration Database includes a registration search tool -- search by individual name

 

VISIT

111 Pulford Street
Winnipeg, MB R3L 1X8

contact

phone: 1-204-949-4749
toll-free: 1-888-949-7743
email: info@diamondretirement.com