Meet our team

Diane has over 25 years of experience as a Senior Wealth Advisor at National Bank Financial and holds the title of Portfolio Manager. She has a degree in Business Administration, specializing in Finance.  She is Fellow with the Canadian Securities Institute (FCSI) and holds the designations of Certified Investment Manager (CIM) and Professional Financial Planner (PFP).  Her passion to share her knowledge and educate clients has helped her successfully establish strong and lasting client relationships.

In her free time, Diane enjoys playing golf, cycling, and traveling with her husband and two sons.

Ginette has 8 years’ experience in the financial industry and holds a Bachelor of Business from Université de Moncton. she is a Fellow with the Canadian Securities Institute (FCSI), “the most senior designation in Canada’s financial services sector” and the designations of Certified Financial Planner (CFP).

She was a Financial Planner at National Bank of Canada from 2018 to 2021 and then joined National Bank Financial – Wealth Management as an Associate. Ginette strongly believes in continued education as the financial industry keeps evolving and changing.

Marie-Kim has 11 years’ experience in the finance industry. She graduated from CCNB Campus de Dieppe with a diploma in Sales and completed Canadian Securities course through CSI.

She has been an Associate to the Financial Planner for 3 years for National Bank of Canada and then Associate at National Bank Financial – Wealth Management.