As an Investment Counsellor, Diana implements comprehensive investment strategies and manages discretionary portfolios for a select number of high net worth individuals, families and businesses. She also collaborates with, and is complemented by, an in-house team of tax, estate, trust and financial planning specialists to create customized solutions and deliver clients a comprehensive wealth management experience.
Diana has over 20 years of experience in the investment and financial services industry. She began her career with a major Canadian full-service retail brokerage firm in 2001. Prior to joining RBC PH&N Investment Counsel in January 2020, she was a Financial Planner with RBC for nearly seven years.
Diana is a Chartered Financial Analyst (CFA) charterholder and member of the CFA Society Ottawa. She has also earned several other designations, including Chartered Investment Manager (CIM) and Personal Financial Planner (PFP) as well as Financial Management Advisor (FMA). She is a graduate of Lakehead University, with a Bachelor of Administration.
In her personal time, Diana enjoys reading and spending time outdoors with her family and friends.
