Diana joined the insurance business as an Sales Agent with Mutual Life following her graduation from Wilfrid Laurier University, Waterloo. Following a 14 year sales career, she transitioned into specialist roles with Long Term Care Insurance, Estate Planning, Large Case Consulting and Advisor training and development. 2022 marks her 40th year in the life insurance industry!
She is currently Manager Tax Retirement & Estate Planning with Empire Life
Designations CLU, RHU, CEA
As a Senior Investment Advisor and Associate Portfolio Manager with TD Wealth Private Investment Advice.
I service High Net Worth clients and business owners, managing their holistic financial plan.
I focus on getting a deep understanding of all aspects relating to their financial and family dynamics, and work on strategies to guide and service their needs.
I am passionate about educating and empowering clients with the right tools and knowledge to feel more confident and provide them with peace of mind.
Account Executive for Empire Life
Joseph is a member of the Toronto Downtown management team of professionals who specializes in retirement planning, insurance planning, tax reduction & wealth management services. Joseph takes pride in building lasting client relationships through sound planning advice, specifically to families of working professionals, small business entrepreneurs, & medical specialists.
Joseph’s comprehensive wealth management approach focuses on educating clients to establish the necessary financial habits to achieve their goals. He then creates a uniquely tailored financial plan to execute those goals which are predicated on sound advice & discipline, leaving nothing to chance. In a business built on trust, Joseph places a premium on exceptional client servicing & relationship building.
Joseph is an advocate of continuing education and holds some of the industry's most prominent financial certifications, including the CERTIFIED FINANCIAL PLANNER & Registered Retirement Consultant designations. Through the course of his career, Joseph has lectured to hundreds of Advisors across the province and continuously hosts financial education seminars to guests across the GTA.
My estate planning business specializes in helping clients create personalized plans to protect their wealth, ensure tax efficient wealth transfer and provide security for future generations. With a focus on charitable giving, asset structuring and strategies tailored to Canadian estate laws, I guide individuals, families and business owners through the complexities of estate planning with clarity and care.
Serving York region and surrounding areas.
I currently work as a Financial Planner with VCU Financial Ltd. and Aviso Wealth Providing tailored investment solutions and long-term strategies, is the focus of my business. Extensive knowledge in the accounting and taxation fields, as well as small business development, also provide additional knowledge & resources that benefit my members.
I am a retired Financial Planning Professional. I am embarking on a journey of advocacy for those who are looking for assistance in dealing with the loss of a loved one.
My goal is to provide assistance to those asking the question "What now" when the reality of becoming an executor hits home.
I have 20 years experience in the Financial Planning field, as well as Management, Marketing and Bookkeeping experience.