I was born in Chatham and raised in Windsor. Growing up in a family business taught me a strong work ethic and the ability to recognize each individual is unique and the solutions to their need is also unique. No two households are the same.
I spent 10+ years living in Toronto, self-employed for 8 years then transitioned into the Financial Services industry. The transition allowed me to go back to what was important, helping individuals with what is important to them.
I was fortunate to join Edward Jones in 2001. This opportunity allowed me the privilege to move back to the Windsor Essex County Region to service the community that was special to me and be closer to family.
As an advisor with Edward Jones I enjoy spending time getting to know what is important to the individuals and business owners in my community. People are independent with their goals and decision making. Our established process allows me the flexibility to customize strategies that are suitable for them and partner with them to keep on track.
Some of the most common goals I support are those approaching retirement, living in retirement or helping with wealth transfer strategies. Being familiar with the unique risks and strategies for business owners, provides me a platform to help them integrate their corporate assets into strategies for their goals if applicable.
Today I'm fortunate to have a blended family, however it was not easy navigating divorce, re-establishing the vision and goals through uncertainty. Having an advisor to partner with provides the support and confidence to take control once again.
Open communication is an important element when working with an advisor. I value the time invested in a relationship. If you have questions or uncertainty about your current financial strategy please feel free to reach out for a complimentary second opinion. I look forward to the opportunity to help you and those important to you.
- Retirement Savings Strategies
- Retirement Income Strategies
- Business Retirement Plans
- Wealth Strategies
- Estate & Legacy Strategies
- Education Savings Strategies
Phone NumberDiane L Santing at (519) 979-7334
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