Our Team

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.

Matilda holds a Bachelor of Commerce degree in Finance from the University of Ottawa and joined Dianne’s team in June 2024. She provides dedicated support to Dianne and her clients and plays an active role in the day-to-day operations of the team. Matilda is committed to continuing to expand her knowledge and experience as she grows her career.

Anna joined Dianne’s team in 2025 as an Administrative Associate, bringing with her many years of experience in the administrative field. She enjoys supporting both her team members and clients, always providing attentive and helpful service. Anna continues to expand her knowledge each day while bringing a positive and welcoming presence to the office.

Nathan is an Economics and Finance student at the University of Guelph and joined Dianne’s team in May 2026. He will continue working part-time with the team throughout the school year, providing support while completing his studies.