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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, lead relationship manager 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 Certified Investment Manager with nearly 4 decades of experience in financial services. Having lived and raised a family in White Rock for the past 30 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.
At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you. You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers. It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.
Caitlin works with her clients to help them achieve their visions of success. As clients transition through the varying stages of life so do their needs. To address this Caitlin utilizes the team's refined process to help ensure clients are prepared for the future.
Caitlin has earned the FPSC Level 1 certification in finacial planning and leverages her knowledge to help address her clients ever changing needs and concerns.
Prior to joining Carlisle Wealth Management, Caitlin tried her hand in the trades as an Electrician. Once realizing her keen interest in business and passion for helping people Caitlin changed gears to join the family practice and pursue a career in assisting individuals achieve financial independence.
Caitlin takes pride in living and working in the same town she was raised in. In her spare time Caitlin enjoys playing guitar, spending spring and summer playing softball, winter on the ski hill, and loves experiencing new cultures through travel, all while living a healthy and active West Coast lifestyle.
Retirement planning is an ongoing process that helps you prepare for the years leading up to retirement and throughout what can be one of the most rewarding phases of your life.
Tax management involves arranging your financial affairs in a way that may reduce your overall tax burden by identifying opportunities to utilize available tax incentives.
An Estate plan, along with an up-to-date Will, helps you to provide for the family members, friends and charitable organizations that you want to benefit from your estate and sees to it that your wishes are carried out as you intended.
Planning for the cost of education is a process that can help provide your children and grandchildren with the opportunity to pursue the education and training they need to start their own careers and businesses.
Business succession planning is the process of understanding your personal and business goals and preparing your business for the future transfer of ownership and management to your chosen successor.
Planning for Major Purchases
Planning for major purchases may help you accumulate those items you want now and in the future with the least potential cost of borrowing.
A charitable giving plan identifies the most effective way to share your wealth with your chosen charities. By selecting the right method of contribution you may maximize the amount of money the charity will receive from you.
Banking & Credit Management
Effective banking and credit management helps to organize your day-to-day financial needs in a way that may save you time and money.
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Your experienced Estate Planning Advisor of the Wealth Advisory Services team will work with you to help you determine the form of coverage for all of your financial and non-financial assets in case of unforeseen events. The strategic use of life, disability, living benefits and annuity products can also help you preserve your wealth, sustain your business and minimize tax obligations.
Angelique Poutissou
Tax and Estate Planner
The Tax and Estate Planner of the Wealth Advisory Services team applies expertise in estate, trust and tax planning to assist you in developing an estate plan that reflects your personal choices for the future, and the legacy you will leave behind. To help manage your responsibilities, we can work with other TD specialists and external subject matter experts to help identify issues and properly structure your estate in a tax effective manner..
Dugan Batten
High Net Worth Planner
Your High Net Worth Planner of the Wealth Advisory Services team will work with you and your other professional advisors, when appropriate, to develop comprehensive wealth strategies based on a number of wealth considerations. Among them: creating retirement income streams, estate planning, business and insurance considerations, transitioning your business, accessing sophisticated credit solutions, tax planning and philanthropic planning.
Jo-Anne Ryan
Vice President, Philanthropic Advisory Services
If you're looking for a way to plan your giving more effectively and create a lasting legacy to support the charities that matter most to you, our philanthropic services provide access to the Private Giving Foundation, the first donor-advised fund program launched by a financial institution in Canada. Our TD specialist will work one-on-one with you and your family to incorporate philanthropy into your overall estate and wealth plans, and help you create a legacy that is meaningful to you.
John Nicolls
Business Succession Advisor
Your experienced Business Succession Advisor of the Wealth Advisory Services team will work with you and your team of external advisors, including lawyers, accountants and business brokers, to help you maximize your business' value, and create and implement a plan for the smooth transfer of your business down the road.
Market Commentary
Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.
advisors.td.com/diana.carlisle
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