Diamond Retirement Planning Ltd.

Diamond Retirement Planning Ltd. Canada's Leader in Retirement Income Planning Are we the right financial planners for you? It's not just about your investment portfolio.

Our specialty is retirement income planning for 'nearly-retired', 'newly-retired' and 'fully-retired' couples and individuals, and we have clients from coast to coast. We have retired hundreds of times through our clients -- and we will use our experience to ensure that your retirement income plan is efficient, flexible and sustainable. It's about integrating ALL aspects of your personal circumsta

nces with expert planning, execution, monitoring and adapting as the stages of your retirement unfold. As noted experts in this field -- and as insiders to our profession -- we know what makes for excellent retirement income planning and we know how hard it is to find the services you need at this important juncture. Take advantage of our specialized experience and expertise. Let us show you how much better your plan and your retirement can be!

This article really reflects what we often saw in real life client scenarios.   'Inheritances' given and received at mor...
11/09/2023

This article really reflects what we often saw in real life client scenarios. 'Inheritances' given and received at more appropriate times along the way can have so much more impact, especially when it's obvious that there is excess cash flow building up. But you also can't take on too much risk of giving away too much too soon. People need to put a lot of thought into their definitions of 'retirement spending' and this is good food for thought. psst Pass it on!

Big inheritances can be a sign of underconsumption and suboptimal planning.

As Dynamic Funds' Chief Retirement Income Strategist, Daryl Diamond shares a proven strategy for delivering a sustainabl...
09/01/2023

As Dynamic Funds' Chief Retirement Income Strategist, Daryl Diamond shares a proven strategy for delivering a sustainable retirement income.

Dynamic Funds Chief Retirement Income Strategist Daryl Diamond explains how a Paycheque Portfolioâ„¢ approach can deliver steady income and peace of mind for retirees

07/12/2023

The 4M's of Retirement Income Planning

It can, indeed, be confusing to understand why your actual TFSA contribution room can be very different than what is sho...
07/05/2023

It can, indeed, be confusing to understand why your actual TFSA contribution room can be very different than what is shown by CRA. This is further complicated by the lag time that institutions have to upload the previous year's data. As Jamie Golombek points out, the CRA information is not updated in 'real time.' Your advisor can help you sort this out.

Advisor-client conversation could help avoid costly overcontribution error

06/30/2023

Dynamic Funds' chief retirement income strategist challenges industry to bridge Canadian retirees' cash flow planning gap

06/08/2023

Industry veteran appointed as specialist in the space

The CRA Prescribed Rate comes into effect for planning purposes (e.g. spousal loans) and when income tax overpaid or ove...
06/02/2023

The CRA Prescribed Rate comes into effect for planning purposes (e.g. spousal loans) and when income tax overpaid or overdue is calculated.

After rising for four consecutive quarters, interest rate charged on overdue tax to stand steady

The next chapter begins.  Thank you to our clients for giving us a wealth of experience in optimizing your retirement in...
05/26/2023

The next chapter begins. Thank you to our clients for giving us a wealth of experience in optimizing your retirement income strategies over the past 25 years. It was an honour to be your financial advisors. In this new role, Daryl Diamond will continue to educate and enlighten retirees in the very crucial 'retirement income' stage of their lifetime financial plan.

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Winnipeg, MB
R3L1X8

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