A Commitment to Your Financial Success
Growing up watching her parents save and invest wisely, Diane Feng developed a deep appreciation for hard work and smart investing at an early age. Diane is committed to helping clients carve out their own path to financial success with an owner’s mindset. She wants to listen and understand what is important to our clients. She creates tailored investment strategies and provide trusted financial guidance to help clients to grow, preserve and transition their wealth in the most tax efficient way.
Diane’s breadth of expertise works best with high-net-worth individuals, families and corporate clients. She partners with them through all the milestones in life, whether moving to a new country, children’s education, retirement planning, tax-efficient investment planning, personal and corporate insurance, divorce, leaving a legacy, or business owner considerations. Diane believes in the importance of creating a personalized strategy for every client through a disciplined holistic approach centered around four core values: uncompromising professional service, comprehensive wealth management solutions, absolute integrity and a long-term risk-adjusted return.
Diane strives to put the immense resources of Wood Gundy to work for every client to ensure every angle of their financial life has been carefully considered.
Diane has MBA from the University of Victoria and previously worked in a large Canadian bank and a full service wealth management brokerage. She holds the Chartered Investment Manager (CIM®) designation. Diane is fluent in Mandarin and is committed with her team to provide comprehensive, tailored service to transform the complex challenges of wealth into a simpler and more fulfilling lifestyle and empower clients over the long-term to have confidence, certainty and peace of mind for all their financial and investment needs.
In her free time, Diane enjoys traveling, outdoor activities and spending time with her family.