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