Diana Duan

Diana Duan

Regions: South Burnaby, Metrotown, New Westminster

“When providing advice and knowledge to members, I present options that show how you can achieve financial freedom with easy-to-follow plans alongside a team of wealth management professionals.”

Diana has been in the financial industry since 2013. After completing her Bachelor’s degree at Simon Fraser University, she obtained her Mutual Funds (IFC) certifications from the Canadian Securities Institute. Diana seeks to empower members with the confidence that comes from understanding their overall financial position, including identifying opportunities and obstacles that may change the path towards reaching their goals, and walking them through the steps towards making these goals a reality.

Diana is a firm believer in simple strategies. She emphasizes the ease of setting up an automatic savings plan and how this simple exercise can help you reach your goals without much effort. Pay yourself first and watch your savings grow!

Mutual funds are offered through Credential Asset Management Inc.