Diane Guo
Job title: Financial Planner, Sun Life, MBA, CFP®, CLU®, B.Com./B.Comm.
B.Com./B.Comm.
Languages spoken: English, Mandarin
Trustworthy advice you can count on
Your financial strategy should be as unique as you are. Whether you’re just starting out, about to enter retirement, or somewhere in between, a strong financial roadmap can help you reach your short and long-term goals. Let’s work together to protect what matters most to you and help you secure your future. Reach out to get started. Let’s get you there.
Let's work together
As a Financial Planner, we take a holistic approach to develop a solid financial plan and retirement plan that combines investment strategy, risk protection, tax savings and estate plan. We are focused on financial education to teach you how to manage money wisely by offering easy to understand financial literacy information and a series of webinars. Whether you are a small business owner, retiree, or at the stage of building your family and career, we can help you with:
- retirement planning
- investment planning
- estate planning
- tax planning and
- a wide range of insurance and investment products
Our office is in Markham, Ontario. We are happy to offer both in-person and virtual appointments. I speak English and Mandarin and offer my services in either language. Contact my office to book your appointment.
Products and services
Health insurance products
Life insurance products
Saving, budgeting and investing
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Personal health insurance
Learn more: https://www.sunlife.ca/en/health/personal-health-insurance/?WT.mc_id=en-ca%3Asocial%3Anetworks%3Ayext%3Aadvisor?WT.mc_id=en-ca%3Asocial%3Anetworks%3Ayext%3Aadvisor
Universal Life Insurance
Could universal life insurance fit your needs? Let’s connect. https://advisor.sunlife.ca/diane.guo
Critical illness insurance protects more than just your future — it helps safeguard your financial stability during recovery when you need it most.
If you're diagnosed with one of 26 covered illnesses and meet policy requirements, critical illness insurance provides a lump-sum benefit you can use for whatever matters: medical expenses, mortgage payments, lost income or ongoing care. That means you can focus on getting better instead of worrying about finances.
Those eligible can benefit from 10% lower premiums for life when you bundle critical illness coverage with other protection solutions. This rate locks in permanently giving you lasting financial security. Get in touch to see if this offer is right for you. https://advisor.sunlife.ca/diane.guo
*Terms and conditions apply
Critical illness insurance protects more than just your future — it helps safeguard your financial stability during recovery when you need it most.
If you're diagnosed with one of 26 covered illnesses and meet policy requirements, critical illness insurance provides a lump-sum benefit you can use for whatever matters: medical expenses, mortgage payments, lost income or ongoing care. That means you can focus on getting better instead of worrying about finances.
Those eligible can benefit from 10% lower premiums for life when you bundle critical illness coverage with other protection solutions. This rate locks in permanently giving you lasting financial security. Get in touch to see if this offer is right for you. https://advisor.sunlife.ca/diane.guo
*Terms and conditions apply