Diane has financial planning experience with Royal Trust, with extensive experience in the following areas:
- employee outplacement counseling
- retirement financial planning
- personal tax planning
- personal income tax return preparation
- retirement financial planning
- expatriate financial planning
Diane maintains a current membership in the Canadian Association of Financial Planners (CAFP). CAFP requires members to abide by a code of ethics, to maintain liability insurance and to keep their expertise current.