Diana Zaleski.
Diana Zaleski Financial Advisor Assistant

Originally from Vancouver, Diana has called Kelowna home since April 2000. She joined our team in January 2002 to provide administrative support. Since then Diana has completed a number of industry related courses and is fully licensed to provide exceptional service to clients. On a daily basis Diana covers all areas of portfolio administration, including trading, new account opening, and client inquiries. This ensures all requests are acted on in a timely and accurate manner. As an integral part of our team Diana also enjoys event planning and building on the long term relationships with our clients.