IFB Summit: Retirement income planning adds value to client relationship
Daryl Diamond, retirement income planner, Diamond Retirement Ltd., explains that retirement income planning — managing income streams during de-accumulation in a proper and tax-efficient way for clients — brings a huge added value to the client relationship. He gives tips on how to add income management strategies to asset management. Diamond spoke at the 2013 Independent Financial Brokers Fall Summit in Toronto.
- By: Daryl Diamond
- November 8, 2013 April 6, 2019
- 10:30