Dianne Lackonick, CFP
Throughout her 28 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. 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.
Heather Pardy was born and raised in Kingston. She received a Law Clerk diploma from St. Lawrence College in 2000. Heather worked for a local corporate lawyer until she started working at Assante in 2010. She joined Dianne’s team in 2015. Heather is the volunteer President of The Friends of the Library and she and her husband have two children.
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