Dianne joined EB1’s Investment Consulting practice in 2019, bringing with her over 20 years of industry experience, most of which was spent at consulting firms ranging from large multinationals to a small boutique firm. She also worked at a major insurance company conducting investment manager research and due diligence. Today, she leads the DC practice and consults to clients of all sizes with defined contribution and to clients of all sizes with defined contribution and defined benefit plans. She works across various areas, including governance, investments, record keeper selection and plan design.

Dianne also leads Eckler’s record keeper research and due diligence processes. She brings a detailed approach to all her clients and specializes in helping manage their DC plans effectively.

A graduate of the University of Toronto, Dianne holds a Bachelor of Science degree with Majors in Actuarial Science and Economics. She also holds the Chartered Financial Analyst designation.

Areas of Expertise

  • Plan design
  • Record keeper research
  • Decumulation
  • Group registered retirement savings plan
  • Multi-employer pension plans
  • Retirement readiness
  • Fee benchmarking
  • Pension governance
  • Deferred profit sharing plans
  • Investment manager search
  • Performance monitoring
  • Defined contribution pension plans
  • Defined benefit pension plans

Professional Qualifications

Professional Qualifications

  • Charter Financial Analyst (CFA) designation
  • Bachelor’s of Science with majors in Actuarial Science and Economics – University of Toronto