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Dianne McLeod-Blais has been working as a Vice President and Sr. Wealth Advisor of Private Banking at Butterfield managing a dedicated Financial Planning and Wealth Advisory team that sits within Private Banking. She has over 25 years of experience in financial planning and wealth management for international clients.
Dianne earned her Certified Financial Planner designation (Canadian Institute of Financial Planning) in 1999 and obtained her Masters in Financial Services while working in wealth management within the Canadian Financial services sector in Toronto. Prior to joining Butterfield, Dianne was the Executive Vice President, Financial Planning and Investments for Barrington Investments Limited (Bermuda).
Dianne is also an Elder Planning Counselor (Canadian Initiative for Elder Planning Studies), a Certified International Wealth Manager (Canadian Securities Institute), and a Fellow of both the Canadian Securities Institute and the Institute of Canadian Bankers.
After completing the Collaborative Family Law Training in 2017, Dianne committed to assisting the alliance with any cases that require her financial expertise. As a certified collaborative financial planner, Dianne assists involved parties through their divorce by helping to work through the financial aspects and provides them with the understanding of what is being presented to aid in the creation of an acceptable agreement to all parties.
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