Taking the time to listen and learn about
your personal goals and dreams is the approach I take to financial
planning before any solutions are recommended. I strive to build long
term, tax efficient financial strategies that are unique to your
economic life, always putting your best interests first.
I recognize that everyone’s situation is
different and your financial plan must reflect that. Together we will
build a plan that will help you reach your financial destination on
time, while managing unforeseen risk along the way, ensuring you
permanent financial security.
A Certified Financial Planner with an
accounting background, I have over nineteen years in the financial
services industry. I have served on the local chapter of the Financial
Advisor’s Society of Canada (Advocis), helping other advisors adhere to a
high standard of professionalism by providing advanced education
opportunities and regular updates. I spend my spare time volunteering
in the community or golfing, hiking, and spending time with our family
horses.
I have been in the financial industry with Edward Jones for over a decade. As a financial advisor, I believe it is important to invest my time to understand what you are working towards before we even touch on investments. No two people are the same - so your financial goals and investment strategies should be as individual as you are.
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.
October 30th 2025 - Mississauga, ON.
Early Bird Pricing in Effect Until July 30th, 2025
6 CE Pending
For more information CLICK HERE
To Register now CLICK HERE