Diana Carlisle, Investment Advisor,Surrey, BC

Phone

Office

(604) 541-2072

Office Location

15388 24th Avenue Suite 208 Surrey, BC V4A 2J2. map

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

Toll Free

1(888) 440-4433

Branch Phone

(604) 541-2075

Branch Fax

(604) 541-2093

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 will work together to help you manage, grow, and protect your wealth. Our tailored services are designed to help meet your unique goals and priorities - no matter how complex they are.

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

Your goals are our priority so when you work with us, you have access to experienced professionals across all our products and services. Whether you need answers about wealth strategies, retirement planning or transfer of wealth, we're here to help.

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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

Empowering Polly to achieve financial success

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

Putting finances into perspective

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

Our solutions can help people meet their unique needs and make them feel more confident in their financial future.

Women and Investing

Women and investing Wealth is about much more than just numbers and figures. It’s about having the power to do what’s right for you and your family, the freedom to fulfill your dreams, the flexibility to invest in your business and the assurance that you’re prepared for life’s ups and downs. Our aim is to protect and grow your wealth and help you make informed decisions throughout your life.

Retirees / Pre-retirees

Multi-Generational Family

Entrepreneurs / Business Owners

We have helped entrepreneurs make sense of the world’s ever-changing financial markets and adopt tax-effective strategies that will help them reach their goals. Whether you are a young entrepreneur with an aggressive growth target or a seasoned business owner who wants to preserve your assets, generate retirement income and develop a sound succession plan and exit strategy, you have worked hard to build your enterprise. One of the most rewarding aspects of our work is helping business owners like you to enjoy the success of all your hard work.

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.

Let's Connect

Our process involves the three steps of discovery, design, and deploy.

Your Goals, Our Priorities

Our Services

Investment planning is one of our key strengths and the cornerstone of every wealth strategy

For many, estate planning and preparing for a transfer of wealth can be a difficult subject to discuss.

Transfer your wealth tax-efficiently and according to your wishes with an estate plan.

Retirement is a goal that nearly everyone strives for. However, many have not fully thought through what their retirement will actually look like from a financial perspective. We can help with this.