Diane has more than 13 years of experience in the financial planning industry, focusing especially on wealth management. She has extensive knowledge and strong skills in the areas of taxation, accounting and finance. A keen analytical thinker, she has worked on various comparative analyses of life and health insurance products, and has contributed to the development of Client tools and recommendations based on Client needs. Diane also excels at handling complex cases efficiently. Her experience as an advisor gives her unique insight into the reality advisors face and positions her to help Clients achieve lifetime financial security. Known for her active involvement, commitment and exceptional service, she has always demonstrated the highest level of professionalism toward Clients.
Diane holds a Bachelor of Business Administration (BBA) and a (DESS) in public accounting from HEC Montréal. She has been a member of the Ordre des comptables professionnels agréés du Québec (Quebec CPA Order) since 2001. She joined Sun Life in September 2019 as Regional Sales Director for the Montreal region. In this role she acts as a key resource for advisors and provides the support they need in their practice. Her approach? Delivering top-quality service while conveying Sun Life’s values. Diane is proud to be a part of the Sun Life team of professionals working to help advisors grow their business.