With over 25 years in the financial services industry, Maya Diab has extensive experience working with high net worth individuals and their families, business owners, and corporations in Edmonton and the surrounding area. She believes that the client relationship is built on open communication and trust, and she is passionate about delivering exceptional experiences working one-on-one with each client. By drawing upon the full spectrum of specialists available both internally and externally, she follows a sophisticated wealth management and planning process, offers domestic and international trust structures, and consistently delivers sound advice and optimal solutions to her clients.
Clients value the experience, perspective and expertise that Maya brings to the relationship, including her 16 year service as a Personal Financial Planner (PFP) in Dubai UAE. With attention to detail is paramount, she offers a truly personalized and differentiated service – as a result, Maya works intimately with a limited number of clients and their families. This approach allows her to spend more time deeply understanding her clients' needs – helping them simplify their financial journey.
Maya was raised in United Arab Emirates and has made Sherwood Park, Alberta her new home. She is a caring individual who loves to help and educate her clients and everyone around her. Outside the office, she gives back to her local community, and is involved in various volunteering opportunities at Mustard seeds, Little Worriers and the Sherwood Park food bank. Spending time with her family is her favourite pastime, and they enjoy travelling, cooking and watching movies together.
Denny Smith, CHS
Spécialist en planification successorale, Services Financiers RBC Gestion de patrimoine inc.
Ayant débuté sa carrière dans l’industrie des services financiers en 2003, Denny mise sur une expérience variée, et ce, aussi bien dans des rôles en vente qu’en gestion. Il est particulièrement fier de sa capacité à tisser des relations de grande confiance avec ses clients et de leur proposer des solutions idéales conçues en fonction de leurs objectifs. Spécialisé auprès d’une clientèle de familles, de professionnels et de propriétaires d’entreprise ainsi que de nombreux médecins, Denny vous propose des solutions uniques et personnalisées fondées sur l’assurance-vie et les prestations du vivant afin de satisfaire vos besoins.
Denny est un membre actif d’ADVOCIS, l'Association des conseillers en finances du Canada, la plus ancienne et la plus importante association à adhésion facultative de conseillers et de planificateurs financiers au Canada. Il a d’ailleurs déjà été un membre du conseil d’administration du chapitre d’Edmonton d’ADVOCIS pendant un mandat de cinq ans.