Listen in to Part 6 of the series with the Bermuda Bankers Association and special guest Dianne Blais: Planning for Retirement
Dianne McLeod-Blais is a Vice President and Sr. Wealth Advisor in charge of our 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.
Prior to joining Butterfield, Dianne was the Executive Vice President, Financial Planning and Investments for Barrington Investments Limited (Bermuda). Before joining Barrington, she held various wealth management positions with financial institutions in Canada.
Dianne earned her Certified Financial Planner designation (Canadian Institute of Financial Planning) in 1999 and obtained her Masters in Financial Services from Dalhousie University in Halifax, Nova Scotia, Canada.
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.
- Sponsored by Bermuda Bankers Association
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