Diane Guo

Job title: Financial Planner, Sun Life, MBA, CFP®, CLU®, 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.
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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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Stay informed

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Why Diversify?

Access helpful resources on financial knowledge developed by professionals in the industry.

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.
Inflation, cost of living hurting education savings plans: survey - BNN Bloomberg

Inflation, cost of living hurting education savings plans: survey - BNN Bloomberg

A new survey of Canadian parents suggests they are finding it increasingly difficult to save for their child’s education as inflation and the high cost of living take a bite out of excess savings.
Warren Buffett eyes Canadian investment as cash pile hits fresh record

Warren Buffett eyes Canadian investment as cash pile hits fresh record

“We do not feel uncomfortable in any shape or form putting our money into Canada,” he said. “In fact, we’re actually looking at one thing now.”

Office information

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