Diana Westwood
Senior Relationship Manager at Optimize Wealth Management- Claim this Profile
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English -
Topline Score
Bio
Credentials
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Certified Financial Planner professional
Financial Planning Standards Council -
Registered Retirement Consultant
Canadian Institute of Financial Plannin
Experience
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Optimize Wealth Management
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Canada
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Financial Services
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100 - 200 Employee
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Senior Relationship Manager
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May 2022 - Present
At Optimize, I assist my clients with their financial planning needs while at the same time acting as their main point of contact for any of their client relationship needs, including by ensuring that all investment advice is provided to clients by a Licensed Optimize Representative (Associate Advising Representative or Advising Representative). Together, we look forward to working with you to Set Your Goals and Make Them Happen. At Optimize, I assist my clients with their financial planning needs while at the same time acting as their main point of contact for any of their client relationship needs, including by ensuring that all investment advice is provided to clients by a Licensed Optimize Representative (Associate Advising Representative or Advising Representative). Together, we look forward to working with you to Set Your Goals and Make Them Happen.
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IG Wealth Management
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Canada
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Financial Services
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700 & Above Employee
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Financial Consultant, IG Wealth Management
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1994 - May 2022
Investors Group Financial Services Inc. As a financial advisor, I help clients get more out of their money, so they can get more out of life. I do this by providing financial guidance in six key areas; Investment, Retirement, Mortgage Planning, Estate, Tax and Insurance Planning. Investors Group Financial Services Inc. As a financial advisor, I help clients get more out of their money, so they can get more out of life. I do this by providing financial guidance in six key areas; Investment, Retirement, Mortgage Planning, Estate, Tax and Insurance Planning.
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Community
