Diane has over 20 years of experience in the Financial Services industry. She brings a wealth of knowledge and expertise to her role as financial planner. She continually builds on her expertise to provide the highest quality financial advice and planning. Her on-going commitment to continuing education ensures she is always up-to-date in her profession.
Specialty: Financial Planning with a particular interest in investment, retirement, and estate planning
Professional Designations: Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), Certified Divorce Analyst (CDFA) Industry Memberships: Advocis, the Financial Advisors Association of Canada, Association of Collaborative Family Professionals, Financial Planning Standards Council
Shawn primarily serves Business Owners, Professionals, and Seniors who are looking for unbiased and holistic financial advice. He is committed to minimizing the bias and conflict found in many areas of Canadian Financial Services. Shawn has partnered himself with Industry Specialists in each of the various financial disciplines to deliver the best possible advice to his clients and is committed to providing the highest standards of professionalism.
Specialty: Investments, Insurance, Estate Planning, Buy/Sell Funding, Employee Benefits and Group Retirement
Professional Designations: Certified Financial Planner (CFP), Certified Professional Consultant on Aging (CPCA)
Industry Memberships: Advocis, the Finanacial Advisors Association of Canada, Financial Planning Standards Council
Tamara had seven years of experience as an Assistant to the Advisors of CBA Wealth prior to making the move to be a Financial Planner in 2014.
Professional Designations: Certified Financial Planner (CFP)
Industry Memberships: Financial Planning Standards Council
Nina joined CBA Wealth in 2011. As office manager, she has extensive experience in all aspects of office administration and customer service.
Ryan is a Founding Partner and has successfully provided financial guidance to a broad range of individuals and corporations in Western Canada. He presents financial seminars for government, corporations, and has taught the CFP courses for a local community college.
Specialty: Taxation, Estate and Succession Planning, Investment Planning
Professional Designations: Certified Financial Planner (CFP), Tax and Estate Practitioner (TEP), Certified General Accountant (CGA), Chartered Life Underwriter (CLU)
Industry Memberships: Financial Planning Standards Council, Advocis, the Financial Advisors Association of Canada, The Institute for Financial Education, Society of Tax and Estate Practitioners, Recognition-Fellow of FPSC