Financial Fluency

I believe in education. Having achieved a comfortable level of wealth, it is understandable that you want your children to enjoy the opportunities available to them. But how do you balance that with raising financially responsible children?
Financial literacy ought to be taught in school, yet it isn’t.  It is an important life skill that evolves with a child’s maturity level.  This is something that I am passionate about and is why I regularly make the time to present to students and young professionals on the importance of understanding how the world of finance works. 
I also offer a Financial Literacy Kit -  a useful package that offers strategies to help busy parents teach important age-appropriate savings, investing and credit skills.
The kit includes a comprehensive chart of ideas that steadily increases in financial responsibility, with the goal of nurturing an independent and money-wise young adult. 
If you would like a kit, just ask.
Here are some helpful links, calculators and publications I've found helpful along the way for those young and old:
As we work together, you can choose to be as involved as you want, however having a transparent understanding of your options, your plan, where we are today and where we are heading is vital to your financial health. 
If you have any questions – I encourage you to ask.  I also encourage you to attend the various educational seminars I host throughout the year. Click here for upcoming events.

Experience for yourself what it's like to work with Dian

When you're ready to take the next step, contact Dian directly at 416.842.4234 or at