Diane has given many seminars on the taxation and structuring issues related to starting a new business, financial planning and taxation issues for individuals dealing with early retirement or severance packages, US Estate Tax and Taxation of Charities.
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BBA, Wilfrid Laurier University
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CPA, CA, Ontario
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TEP, STEP
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CFP
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Personal Tax Consulting
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Personal Tax Compliance
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Member of Planned Giving Committee, London Health Sciences Foundation
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Member of Executive, Estate Planners Council of London
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Past board member of Women’s Christian Association, the oversight body for McCormick Home and past board member of Wellspring of London
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Past Chair of London and Southwestern Ontario Chapter of Society of Trust and Estate Practitioners
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Member of National Education Committee of Society of Trust and Estate Practitioners