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
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
Browse through the product and services offerings below to learn more. Every financial and protection strategy is different. When we meet, we’ll discuss what might be right for your unique situation. Reach out if you have any questions or are ready to get started.
Health insurance products
Health insurance gives you financial coverage to help pay for health-care needs. This insurance goes above and beyond Canadian health-care coverage.
Life insurance products
Life insurance allows you to protect the people you love by providing your beneficiaries a tax-free cash payment when you die.
Saving and budgeting
Reaching your financial goals starts with a budget and savings plan. Let’s make your money go further.
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