Recommended Reading

Timely Articles

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Word on the Street

Word on the Street is a weekly e-newsletter written personally by Dian each Friday afternoon for clients and friends.
With so much going on and information coming at us from every angle, Dian aims to keep you in-the-know and provide you with some conversation nuggets for the weekend by compiling a list of interesting articles related to issues affecting the market, current events, politics, personal finance and some stories that are just plain interesting and fun.
Click here to join those who are already in-the-know with Word on the Street.
Click here for Blog on the Street - the preamble archive.

Portfolio Advisor

A Little Tax-Smart Personality Goes A Long Way
How much are you paying in taxes?

A. Too much
B. Not enough
C. Only what I have to

The correct answer is “C.” No one wants to pay taxes, but in reality we are all taxpayers. The good news is, there are strategies available for us to help reduce our tax bill. Which strategies are best for you? It depends on what “personality” you have as a taxpayer.

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10 Principles of Successful Investing in Volatile Markets

Stock market volatility is a normal part of investing. But what you do – and don’t do – during times of higher volatility can make the difference between success and failure as an investor. The following 10 principles can help you manage volatility and achieve your long term investment goals.

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You Have $1 Million-Plus For Retirement ...

How can you make the most of it?
Let’s assume you have (or plan on having) $1 million or more for your retirement.
What should you do to live the lifestyle you want, while making sure your money lasts as long as you need it to?

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Making a Difference...

How can you make a difference?
To many of us, it will come as no surprise to learn that Canadians believe strongly in giving back to communities, causes and organizations that are important to them. Over 40% of us participated in some form of volunteer work in 2013, and nearly twice that many (82%) made a financial donation, according to a new report published by Statistics Canada.

But there’s more than one way to do what feels right. For many Canadians, philanthropy has become an increasingly important part of overall wealth planning. What’s more, Canadians are looking for ways to “do good while doing well” when investing their wealth.

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Easing the Burden of Being an Executor

At some point in your life you may be asked to be the executor of a friend’s or relative’s Will.

While it is usually considered an honour, it can also be a complicated undertaking to settle an estate according to the deceased’s wishes — one that can seem overwhelming when you’re also grieving.

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The Great Wealth Transfer

History’s largest transfer of wealth between generations is under way, with Canada’s baby boomers expected to inherit $1 trillion over the next two decades. If you want to ensure that it’s more of a “great wealth transfer” to your family, rather than the tax man, it’s important to plan in advance. The following strategies can help you protect your legacy to your family.

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Five Retirement Personalities

In this edition we focus on Retirement Personalities.  When it comes to planning your retirement, one size does not fit all.

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Market Commentary

For the latest 'Global Insight' daily, weekly and monthly market commentary, click here.

Educational Guides

Ask for your complimentary copy of any of the following educational guides by contacting Dian directly.
» Family Wealth Management Guide - 10 Strategies to build & protect your family's wealth
» Business Owners Guide - 10 Key decisions that can make or break your business
» RBC Dominion Securities Retirement Checklist - Put a checkmark beside "Ready for Retirement"
» Family Inventory Checklist - Make estate settlement faster
» Settling an Estate - Reducing the burden
» Estate Planning Guide - Everything you need to know for a proper estate plan
» Tax Planning Guide - It's not how much you make - it's how much you keep
» Tax Reporting Guide - A guide for you and your tax advisor to prepare your tax return 
» Perspectives Magazine - Investment, tax and lifestyle perspectives


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