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Investment Advisor
You decide where you want your wealth to take you. We design a path to help get you there.
15388 24th Avenue Suite 208 Surrey, BC V4A 2J2Map
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.
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.
Toll Free: 1(888) 440-4433
Branch Office: (604) 541-2075
Branch Fax: (604) 541-2093
English
Bishop's University Lennoxville, Quebec
Director, Peace Arch Hospice Society
Getting to know what truly matters to you is our top priority. Applying principles of behavioural finance allows me to dig deeper and understand your personality, your goals, your family, and your motivations.
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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.
Investment Strategies
An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.
You have questions, I have answers. Let's have a quick chat.
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