Senior Vice President, Investment Advisor
With more than 20 years experience in the investment industry Diana oversees all wealth planning aspects of our clients. Diana works with her clients to develop a customized investment strategy and helps them develop tax efficient portfolios. She offers strategic investment advice, estate and retirement planning advice, and sets overall investment strategies and direction for each client to ensure they reach their long term goals and objectives. Prior to joining Richardson GMP Diana worked at Macquarie Private Wealth, TD Waterhouse Private Investment Advice and National Bank Financial.
Diana graduated from the University of Toronto with an Honours Bachelor of Arts and and has her Level II Life Insurance License .
By committing to our team’s investment principles and providing superior level of service, Diana has developed strong relationships of trust with her clients and brings added value to the team’s wealth management package.