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With over 25 years of experience in the financial services industry (15 of which have been with CIBC Imperial Service), Diane has developed a breadth of expertise in Investment, Retirement Planning and Estate Planning which allows her to serve clients with diverse needs including those with more complex circumstances and more sophisticated objectives.

Understanding that no two clients are alike, I offer a broad array of solutions and services to fit your shifting financial needs. Sophisticated investors demand solutions. I have them. I will monitor and help you to manage your assets in accordance with your financial goals, providing you with the relevant and objective advice you need to make informed decisions. Ongoing communication is key. As market conditions change, I can provide meaningful insights and solutions, to ensure that you continue to be in the best financial position possible. A personal relationship with you is the cornerstone of your portfolio strategy and the foundation for success. I believe you want and deserve more than just recommendations. You deserve comprehensive solutions that address your changing financial needs and innovative products and services designed to capitalize on today's rapidly changing financial markets. With CIBC Wood Gundy, I can offer a broad array of products and services for sophisticated investors, including retirement services, insurance consulting, financial planning, and asset management. Our investment opportunities include: a wide variety of bonds (government, provincial and corporate), common shares, preferred shares, trust units, mutual funds and discretionary management programs.