Throughout her 35 years in wealth management, Dianne has provided high-quality wealth management solutions to clients with a variety of needs and investing knowledge. Dianne takes great pride in working alongside her clients to develop their understanding of wealth planning, regardless of their investing background and creating a strategy to achieve their financial objectives. Dianne's success in the industry is a testament to her commitment to her clients and the strength of the relationships that are built. She holds a Bachelor of Arts (Honours Economics) Degree from the University of Waterloo, a Bachelor of Education Degree from Queen's University, and both FLMI and Certified Financial Planner designations (CFP®). Dianne also has a strong support team, who demonstrate the same values and objectives as her, thus cultivating an environment for success. Dianne is a regular supporter of the local arts community, youth hockey players and the Kingston Humane Society.
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Senior Wealth Advisor
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Senior Wealth Advisor
Throughout her 35 years in wealth management, Dianne has provided high-quality wealth management solutions to clients with a variety of needs and investing knowledge. Dianne takes great pride in working alongside her clients to develop their understanding of wealth planning, regardless of their investing background and creating a strategy to achieve their financial objectives. Dianne's success in the industry is a testament to her commitment to her clients and the strength of the relationships that are built. She holds a Bachelor of Arts (Honours Economics) Degree from the University of Waterloo, a Bachelor of Education Degree from Queen's University, and both FLMI and Certified Financial Planner designations (CFP®). Dianne also has a strong support team, who demonstrate the same values and objectives as her, thus cultivating an environment for success. Dianne is a regular supporter of the local arts community, youth hockey players and the Kingston Humane Society.
