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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When should I start saving for retirement?
The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation, nor do they reflect the official position of Sun Life. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
Don't let your retirement goals take a backseat to your wanderlust! Let’s budget for domestic travel while keeping your retirement plan on track.
#RetirementPlanning #CanadianTravel
Don't let your retirement goals take a backseat to your wanderlust! Let’s budget for domestic travel while keeping your retirement plan on track.
#RetirementPlanning #CanadianTravel
#WeddingSeason #SmartBudgeting
#WeddingSeason #SmartBudgeting