Dianne Lackonick, CFP®, FLMI

Senior Wealth Advisor

Throughout her 30 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.

 

Matilda Elliott

Administrative Associate

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 looks forward to growing her career within the team.

Anna Brown

Administrative Assistant

Anna is the newest member of our team, providing valuable support to Dianne and her clients. We are excited to see her thrive and grow in her role as she contributes to the team’s continued success.

Holly McAllister

Assistant

Holly only works Tuesdays & Wednesdays

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