Diana Carlisle
Senior Investment Advisor
BA (Hons)
FCSI®
CIM®
You decide where you want your wealth to take you. We design a path to help get you there.
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Carlisle Wealth Management works primarily with a select group of successful retirees and pre retirees who among other things look to the future with anticipation and not apprehension. At Carlisle Wealth Management we have developed and refined a process that assists our clients in putting all the pieces of the financial puzzle together to ensure they are prepared for the future.
We believe deep discovery is the only true path to uncovering what truly matters to you. Our focus is to never lose sight of what truly matters and our process ensures that we also never lose sight of what we can control.
Our process involves the three steps of discovery, design, and deploy.
Diana Carlisle acts as lead relationship manager and is dedicated to ensuring clients are able to achieve their visions of success. Be it a work optional lifestyle, checking items off their bucket list or leaving a legacy. At Carlisle Wealth Management we understand the importance of legacy and intricacies of family dynamics. Carlisle Wealth Management is a family operated mother/daughter Advisory Team.Diana has achieved the designation of Chartered Investment Manager with over 4 decades of experience in financial services. Having lived and raised a family in White Rock for over 40 years Diana has insights into the various needs and wants of families as they grow.
Originally from Montreal, with some time spent in Ontario and southern Florida, Diana has spent her entire professional life on the west coast. Diana earned a Bachelor of Honours degree at Bishop's University in Quebec, an education that continues to inform her professional service as an active listener and client focused professional. She is deeply committed to her community where she had served on the Board of Directors of the Seniors Come Share Society and currently serves as a volunteer and director of the Peace Arch Hospice Society. Providing education to the investing public is important to Diana and provides such services in the community when asked.
In Diana's free time she enjoys the outdoors, yoga & pilates as well as travelling and participating in local charity events.
Carlisle Wealth Management is part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.
Phone
Certificates
BA (Hons)
FCSI®
CIM®
Languages
English
Education
Bishop's University Lennoxville, Quebec
Community Involvement
Director, Peace Arch Hospice Society
Your Goals, Our Priorities
We'll help you identify your priorities and create a plan to address your specific needs. We can help with:
- Protecting your assets
- Maximizing your charitable giving
- Finding tax strategies and solutions
- Arranging your estate and trust planning
Our Services
Investment Planning
Transfer of Wealth
Will and Estate Planning
Retirement Planning
What We Do
What to expect when working with us
Initial Discovery
Our in-depth discovery process focuses on understanding your priorities and goals in order to better support them.
Seamless Onboarding
We will help you transfer funds and structure your investment portfolio through step-by-step onboarding.
Proactive Reviews
Get curated insights, timely updates, and regular reviews of progress towards your goals and adjust as your needs evolve.
Polly – Moving forward with the right financial plan
When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future.
Nick & Justina – Business owners teaming up with TD Wealth
As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.
Tailored Solutions
Your unique goals
You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.
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