Diana Westwood

About Diana

Diana has spent her 30-year career helping clients successfully achieve their financial goals. Leading with both head and heart, Diana’s intuition helps her understand her clients’ needs. Her exceptional industry knowledge and attention to detail helps her clients reduce their taxes, implement wealth management strategies and create financial well-being. With integrity and appreciation, Diana enjoys meeting new clients and helping them find solutions to their individual challenges while ensuring their specific priorities come first.

As a Registered Retirement Consultant, Diana helps her clients build pre-retirement and retirement succession plans that work for their individual situations. Her extensive experience working with clients at the various stages of their lives, whether it’s at the beginning of their career, after a life change or when thinking about retirement allows Diana to be innovative when assessing clients’ needs and she’s able to collaborate with her clients to develop a focused and comprehensive financial plan.

Diana received the prestigious Certified Financial Planning designation in 1998, confirming her dedication to the requirements and needs of her clients and empowering them to be prepared for financial opportunities and challenges. By providing consistent and honest guidance, Diana is a trusted partner for her clients, their families, providing clarity and peace of mind as they plan for their future.

Diana enjoys spending time with her husband, children and young grandchildren. She’s an avid gardener, distance cyclist and loves a good book on a sunny day by the pool.

Optimize's Approach to Wealth Management

The world is changing quickly and the investment space is increasingly more complex and uncertain. At Optimize, we believe navigating this reality requires more advice and not cookie cutter, plug-and-play tools. Built on time-tested principles of financial planning and wealth management, sound risk management, and long-term patient investing, the Optimize approach focuses on listening to clients, their goals, and their ambitions and understanding how those fit into their personal financial circumstances.

For that reason, Optimize Wealth takes a holistic approach to helping clients build and manage their wealth over the long-term. Towards that end and to provide clients with a personalized approach, Optimize assigns a multi-disciplinary team to meet their needs.

The Diana Westwood Group's Value Add

The cornerstone of the Diana Westwood Group’s service rests in effectively matching clients’ financial and life goals with a personalized financial planning strategy and overall customer service experience which will exceed their goals in every respect. They measure their success by how well they have helped clients achieve their specific financial planning goals and objectives.

Diana provides clients with a comprehensive approach to financial planning, tax preparation and will preparation, ensuring her clients always benefit from the highest level of service. Adam Newsome is the Portfolio Manager who advises and manages client investment accounts, while Diana helps clients with their Financial Planning needs and can also help clients access value-added services available to Optimize clients such as tax planning and estate planning. Additionally, as a registered insurance advisor, Diana provides her clients with tailored insurance solutions.

Please know that Diana Westwood is not licensed with any securities regulators in Canada and therefore cannot provide you with investment advice. All registerable activity is provided by registered and licensed Associate Advising Representatives and Advising Representatives of Optimize Inc. and therefore you should consult with a licensed representative of Optimize Inc. when you are in need of investment advice.

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Diana Westwood, CFP®

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