Diane Stoneman, CFP, FCSI
- Biography:
Diane has been working in the financial service industry for 18 years of which the past 15 years have been with MacDougall, MacDougall & MacTier Inc. Diane is originally from Montreal and attended Concordia University to obtain her commerce degree.
She is both a certified financial planner and portfolio manager.
- Philosophy:
By having financial planning knowledge, I am able to recognize and help clients achieve their objectives – beyond that of choosing which investments to hold. By developing a plan and sticking to it, I help my clients achieve financial independence. I develop customized portfolios for individuals based on their objectives and risk tolerance. I value the relationships I have with my clients and focus on maintaining and improving these relationships over time.
I would be more than pleased to help you outline and achieve your financial objectives.
I can be reached at 416-597-7913 or 1-800-461-3485 and by email at dstoneman@3macs.com
