Moving confidently toward the future you imagine begins with that first step: Deciding who you would like to walk alongside you; as a partner in your life's journey.
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
I am a Tax Manager in the Domestic Tax Team at Doane Grant Thornton LLP, London, with 12 years of experience in public accounting. My areas of expertise consists of compliance and planning services to owner-managed enterprises, Trusts and Estates. My colleagues and I assist individuals in meeting their goals through effective tax planning strategies.
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
October 15th 2026 - Mississauga, ON.
For complete details, please visit NationalEstatesandLegaciesSummit.com
To Register now CLICK HERE