Diana has over 15 years of experience in the securities industry. Prior to joining Macquarie Private Wealth, she worked at TD Waterhouse Private Investment Advice and National Bank Financial. Diana graduated from the University of Toronto with an Honours Bachelor of Arts and holds the Canadian Investment Manager (CIM) designation through the Canadian Securities Institute. She offers strategic investment advice, estate and retirement planning, and sets overall investment strategies and direction for each client.
By committing to our team’s investment principles and providing her superior level of service, Diana has developed strong relationships of trust with our clients and brings added value to the team’s wealth management package.