Dianne C. White

CPA, CA, CFP, TEP

Specialty:

Client Service, Leadership, Wealth Planning.

Dianne C. White

Dianne White joined Nexus in 2001 and is part of the wealth planning team. She has been advising clients on issues related to financial, tax and estate planning for over 25 years.

As a Vice President, Client Service & Wealth Planning, Dianne creates comprehensive personal financial plans with our clients and advises on issues related to financial, tax and estate planning. She also provides relationship management for clients, helping them to achieve their financial goals. At Nexus, Dianne works with a dedicated team which offers tailored wealth planning and investment management directly to private clients, foundations and endowments.

Before joining Nexus, Dianne was a Senior Tax Manager in the Personal Financial Planning practice at KPMG.

Throughout her career, Dianne has been involved in various industry associations and external charities. Dianne is a current member of the Society of Trust and Estate Practitioners (STEP), the Canadian Institute of Financial Planning (CIFP) and the Ontario Chartered Professional Accountants.

Areas of focus:

  • Client Service
  • Wealth Planning
  • Tax & Estate Planning

Designations & Specialties:

  • Chartered Professional Accountant, Chartered Accountant (CPA, CA)
  • CERTIFIED FINANCIAL PLANNER® (CFP)
  • Trust & Estate Practitioner (TEP)

Education:

  • University of Western Ontario

More from Dianne

See Dianne's most recent Blog post.

Dormant Debt Volcanoes

Topic:
Investments
Excerpt:
In a recent Nexus Notes article “Living in a World of Lilliputian Interest Rates”, we spent some time on the rather uninspiring implications for

More from Dianne

See Dianne' most recent Blog post.

The (U.S.) Taxman Cometh

Topic:
Tax Planning
Excerpt:
Like the medical patient who expects to endure a fair bit of poking, probing and prodding from the doctor, clients of financial providers have had to

More from Dianne

See Dianne's most recent Blog post.

The Transition to Cleaner Sources of Power

Topic:
Human Interest, Investments
Excerpt:
Today, businesses of all kinds are under pressure to reduce their greenhouse gas (GHG) emissions. Climate change has become a leading concern among

More from Dianne

See Dianne's most recent Blog post.

Your Planner Would Disapprove!

Topic:
Human Interest, Wealth Planning
Excerpt:
A core part of our business at Nexus is incorporating wise financial planning advice to go alongside the high-quality investment management philosophy

More from Dianne

See Dianne' most recent Blog post.

Take the Long View: Coronavirus – The Investor’s Perspective

Topic:
Investments
Excerpt:
The novel Coronavirus has swept through China and spread to other countries.(1) How this will all play out is unclear. What is the mortality rate?

More from Dianne

See Dianne' most recent Blog post.

Happy Days Were Way Back When

Topic:
Living to 100
Excerpt:
A Young Person’s Guide to Boring

More from Dianne

See Dianne's most recent Blog post.

Where Have All the Boutiques Gone?

Topic:
Inside Nexus
Excerpt:
Many small, once independently managed, firms have fallen into the clutches of larger organizations such as banks, institutional money managers and

More from Dianne

See Dianne's most recent Blog post.

The Rational Optimist

Topic:
Investments
Excerpt:
This note takes its title from the 2010 book by Matt Ridley.

More from Dianne

See Dianne's most recent Blog post.

From The Editor: How Much?

Topic:
Wealth Planning
Excerpt:
Canadians love talking about real estate, particularly the affordability of housing in cities like Toronto and Vancouver. In fact, wondering how young

More from Dianne

See Dianne's most recent Blog post.

And… We’re Live! Announcing Our New Website

Topic:
Inside Nexus
Excerpt:
There is no denying that 2020 was one for the books. For us at Nexus it was also a year of visual transformation as we modernized our brand to reflect

More from Dianne

See Dianne's most recent Blog post.

Navigating New Rules: Should You Reduce Your RRIF Withdrawal in 2020?

Topic:
Tax Planning, Wealth Planning
Excerpt:
In these challenging times – when health and wealth are top of mind – we feel the need for action. The impulse to do something, other than hurry up