Diana brings over 30 years of experience in the investment industry to Bellwether, with the majority of her career spent as an investment advisor most recently with Raymond James Ltd. Diana joined Bellwether in early 2016.
Diana began her investment career in 1983 working with her father, an industry veteran. She has held numerous positions in the industry including being a branch manager and several years as an Assistant Portfolio Manager with a boutique portfolio manager. Diana’s career has been marked by numerous accomplishments including being one of the top female advisors at BMO Nesbitt Burns and being promoted to Vice President.
Her experience ranges from consulting businesses regarding benefit plans (insurance, profit sharing, pensions, etc.), to helping individuals whether they are just starting a family or managing the great wealth they have accumulated.
Personally, Diana’s family is the highlight of her life. In her free time, she enjoys genealogy, baking and giving back to the community. Charities she currently supports include The Darling House, Milton District Hospital, Big Brothers Big Sisters, and the Icelandic Festival of Manitoba.