Biography
After working with PPI for several years in a consulting capacity, Diane officially joined PPI in 2000. Previously, she spent many years in private practice and has over 30 years of experience in taxation, corporate reorganizations and life insurance tax and estate planning issues. Diane has spoken extensively at professional conferences for the Canadian Tax Foundation, the Law Society of Ontario (formerly the Law Society of Upper Canada), the Canadian Bar Association, the Society of Trust and Estate Practitioners (STEP) and the Association de planification fiscal et financière (APFF). She is the author of numerous articles for Federated Press, the Canadian Tax Foundation, APFF, Insurance Digest and other organizations.
Diane is a graduate of the McGill University Law School and is a member of the Law Society of Ontario, Law Society of British Columbia, Canadian Bar Association, Canadian Tax Foundation (CTF), Association de planification fiscale et financière (APFF), Conference for Advanced Life Underwriting (CALU), Advocis, International Fiscal Association and the Society of Trust and Estate Practitioners (STEP). She received her LL.B in 1977, was called to the Ontario Bar in 1979 and the British Columbia Bar in 1990, and received her Trust and Estate Practitioner (TEP) designation in 2001, her Chartered Life Underwriter (CLU) designation in 2004 and her Family Enterprise Advisor (FEA) designation in 2016.