As President, Chief Executive Officer, Dianne is focused on fostering a culture of unwavering integrity and always putting the client first.
Dianne joined Nexus in 2001 and spends her time on both the management of the firm as well as client relationships. As former head of the Client Service & Wealth Management team, she continues to work with clients to help them achieve their financial goals and enjoy their wealth through all stages of life. Dianne advises on issues related to financial, tax and estate planning.
Over the years, Dianne has been involved in many areas of the firm in addition to wealth planning including finance, business management, marketing and business development.
Before joining Nexus, she was a Senior Tax Manager in the Personal Financial Planning practice at KPMG where she gained specialized tax planning experience for individuals, estates & trusts and private corporations. Throughout her career, Dianne has been involved in various industry associations and external charities. She is a member of the Society of Trust and Estate Practitioners (STEP), the Canadian Institute of Financial Planning (CIFP) and the Ontario Chartered Professional Accountants.
Dianne is currently involved in the Prosperity Project’s Rosie 1:1 Mentoring Program that supports women entering, upskilling, or pivoting to careers in STEM, skilled trades and leadership.
Areas of focus:
Firm Management
Client Service
Wealth Planning
Tax & Estate Planning
Designations & Specialties:
Chartered Professional Accountant, Chartered Accountant (CPA, CA)
