Dianne Lackonick, CFP

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.

 

Holly McAllister

Assistant

 

Laisser une note

Remplissez le formulaire ci-dessous.