Diane graduated from Concordia University with a Bachelor of Commerce, majoring in Finance. Before becoming a Portfolio Manager, Diane worked as a Certified Financial Planner (CFP®). It is because of this planning background that she is able to help each client establish and implement a plan that provides them with peace of mind.
Early in her career, Diane identified the power of financial planning and pioneered this value-added service as the cornerstone of her practice to provide a more holistic approach to managing wealth.
Diane’s ability to build trusting relationships and foster open dialogue affords her the ability to:
- Understand the client’s ‘why’ of their goals
- Go beyond top-line numbers and performance
- Learn about her client’s lifestyle goals
- Build a close relationship with clients over lengthy periods of time
- Adjust a client’s plan based on life stage and changing needs
In her free time, Diane enjoys spending time with her two boys. When not at the rink watching hockey or the field watching soccer, Diane is passionate about her own fitness level.
The most widely recognized financial planning designation in Canada and worldwide, the Certified Financial Planner® designation provides assurance to Canadians that the design of their financial future rests with a professional who will put their clients’ interests ahead of their own. CFP certification is considered the standard for the financial planning profession worldwide. CFP professionals have demonstrated the knowledge, skills, experience and ethics to examine their clients’ entire financial picture, at the highest level of complexity required of the profession, and work with their clients to build a financial plan so that they can Live Life Confidently™.