Meet Daryl Diamond
B Ed CFP, CLU, Ch.F.C.
Certified Financial Planner
Chartered Life Underwriter
Chartered Financial Consultant
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 44 years in the financial services industry, the last 30+ years have been dedicated to the specialized area of retirement income planning.
He has published four 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 signature book, “Your Retirement Income Blueprint” was released in April 2011 and updated for re-release in 2014 and 2019 as a Canadian best seller. In October 2020, his latest book, "Retirement for the Record" was released. This was a legacy project for Daryl, combining the accumulation of 30 years' experience in this specialized area of financial planning with his love of an inspirational era of music for the Baby Boomers. "Retirement for the Record" is a collection of real-life client stories that every retiree can relate to, in short and concise chapters. A brillant combination of technical information on retirement income planning combined with relevant musical references from 'our time' which drive the point home and engage the reader with memories of a time when some of the best music ever made was the soundtrack of our life.
Daryl is a recognized leader in the financial services industry. Through writing, speaking and training, he has also been active in educating advisors and their clients on the topic of retirement income planning. He works regularly with Canadian banks, mutual fund companies, and life insurance companies to conduct education programs for advisors, and presents on the subject to retiring consumers at professional conferences and advisor-sponsored client events across North America.
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
- The Insurance Council of Manitoba (ICM)
- IPC Investment Planning Counsel
- FP Canada - Find a Planner -- search by individual name