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diane-lrgDiane Wilburg
Business Development Manager

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Tel: 604-662-5507
Fax: 604-662-3208
Toll Free: 1-888-662-3999

 

Diane has been in the Financial Services industry for just over 14 years.  Diane started her career journey at a large Insurance company working with two financial planners, managing their office and became an associate advisor.  She then worked with a WEPG advisor before moving to Calgary as a Regional Sales Director.

Diane spent her time in the most recent years as a Director of Business Development.  Her role as a Director included coaching and consulting advisors to grow their practice and move into new markets.  Diane’s strength is helping Advisors see the long term vision of their Financial Practice and coach them on fulfilling their client’s dreams.

Diane has worked with Financial Advisors on implementation of decisive and efficient Sales and Marketing processes and strategies within the Income Tax Act to aid in building a solid financial foundation for their clients.

Diane's philosophy is that the communication of a clear vision and goals is the key to success.

Executive Team

Tax and Estate Planning Specialists

Regional Sales Support

  • Vancouver Island
  • Victoria
  • Mainland British Columbia
  • Alberta
  • Manitoba/Saskatchewan
  • Ontario
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