Find a CEA

I am also an Elder Planning Counselor (EPC).

For many years, clients have referred to me as their “financial doctor.” My work has focused on helping individuals thoroughly analyze their financial situation, identify both visible and hidden risks, and implement effective solutions through the smart use of financial tools. My goal has always been to help clients protect their wealth wisely and grow it strategically.

Now, in my 11th year in the industry, my professional path is expanding beyond traditional insurance. I am transitioning into comprehensive, global wealth planning, supported by my ongoing studies in the Global Financial Architecture Diploma Program at Fudan University.

This evolution reflects the growing needs of high-net-worth and ultra-high-net-worth families who require integrated strategies across asset protection, investment planning, tax efficiency, succession, global structures, and philanthropy.

Today, my role is no longer limited to product-based solutions. Instead, I operate as a holistic wealth architect, designing complete, customized family office–style frameworks that address both current challenges and future aspirations.

My mission is simple:

to safeguard legacies, strengthen financial resilience, and empower families to thrive across generations.

这些年来，客户常称我为他们的“财富医生”。过去我主要通过专业工具帮助客户梳理财务状况、识别风险，并提供有效的保障与财富增长方案。

进入第 11 年后，我的职业方向从单一保险销售升级为全球化的综合财富规划。目前正在复旦进修国际财富架构师学位课程，更系统地服务高净值与超高净值家族在资产保护、投资规划、税务布局、传承与全球架构上的深层需求。

如今，我提供的不再是产品，而是家族办公室级别的全球财富架构的解决方案——用专业能力为家族财富构建稳固结构、提升抗风险力，并守护跨世代的繁荣。

As a Certified Financial Planner® specializing in comprehensive financial planning since 2020, I bring over a decade of experience in the financial services industry. I am licensed to provide both insurance and investment solutions, enabling me to offer truly holistic guidance tailored to each client’s unique needs

My journey began in the insurance sector, where I spent eight transformative years building a foundation in risk management and client care.

In 2024, I earned my Elder Planning Counselor (EPC) designation—a reflection of my deep commitment to serving the elder community with wisdom, compassion, and expertise. 

My true calling lies in Estate Planning—empowering elders to protect their legacy and maintain family harmony. I work closely with older clients and their executors to ensure their final wishes are honored, their estates are tax-efficient, and their transitions are as smooth and dignified as possible.

From crafting personalized investment strategies to guiding clients through estate administration, I’m proud to be a trusted partner during life’s most pivotal moments.

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.

So, on top of making sure the advisor you choose is knowledgeable, trustworthy and experienced, it is important to feel like you can connect with them. You'll want to find someone you can communicate with, easily and candidly.

I encourage you to call the office for a quick 15-minute introduction so that we can decide whether we are a good fit to partner together.

Meeting with a financial advisor can often be intimidating, but my approach is designed to set you at ease. What's important is that you walk away feeling like you're working with someone who listens to you, understands your individual needs and goals, and can help you build a strategy to achieve those goals - by creating personalized savings strategies for your short- and long-term goals, selecting the right investment products for you, working through estate considerations and setting up insurance protection for you and your loved ones. I continuously monitor your progress to make sure you stay on track for achieving your goals, and determine if adjustments need to be made. Then I celebrate with you when those goals have been achieved.

A little about me:

I have been in the financial services industry, working with Edward Jones for over 15 years.

I have pursued additional professional industry certifications to help better serve my clients:
- Designated Financial Services Advisor, and
- Certified Executor Advisor® - specializing in estate planning and insurance services.

I was born and raised in Saskatoon. In my spare time I enjoy coaching my kids' sports teams, coffee with friends and family, running along the river trails, travelling and giving back to my community.

If my process resonates with you, call me today.
I look forward to partnering together on your life's journey.

Kayla Michalenko
306-242-6625
kayla.michalenko@edwardjones.com

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 Senior Tax Manager in the Domestic Tax Team at Doane Grant Thornton LLP, London, with 13 years of experience in public accounting.  My areas of expertise consists of compliance and planning services to owner-managed enterprises, Trusts and Estates.  I assist individuals in meeting their goals through effective tax planning strategies.

As a Senior Investment Advisor and 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.

Using Optimize's Multi-Family Office Suite, I integrate estate planning, insurance solutions, and debt management into a cohesive plan to help clients preserve and grow assets.