With more than 25 years experience, Diana works with a variety of high net worth clients whose wealth management needs are as unique as they are. Providing day-to-day financial management, she strives to earn and keep the trust of her clients by keeping clear lines of communication and respecting their often busy lifestyle. Many ask her to help them navigate their retirement planning, tax, estate, philanthropic needs or business succession plans. One thing they all share in common is the comfort of knowing their personal wealth is in good hands.
Everything Diana does is grounded in the highest standards of integrity, transparency and best practices. She takes pride in providing her clients unbiased advice and recommending solutions that will benefit them, tailored to their needs. Diana works closely with her clients to develop a clear understanding of what’s most important to them, focusing on individual goals, tolerance for risk and investment horizons. Because they can always trust she is solely focused on protecting and enhancing their wealth, they can focus on living life on their terms.
Prior to joining Richardson GMP Diana worked at Macquarie Private Wealth, TD Waterhouse Private Investment Advice and National Bank Financial.
Diana graduated from the University of Toronto with an Honours Bachelor of Arts and has her Level II Life Insurance License.