Originally from Vancouver, Diana has called Kelowna home since April 2000. She joined our team in January 2002 to provide administrative support. Since then Diana has completed a number of industry related courses and is fully licensed to provide exceptional service to clients. On a daily basis Diana covers all areas of portfolio administration, including trading, new account opening, and client inquiries. This ensures all requests are acted on in a timely and accurate manner. As an integral part of our team Diana also enjoys event planning and building on the long term relationships with our clients.