Diana Rowat

“It’s truly rewarding to see my clients succeed. I enjoy taking the time to build a long lasting relationship with them and do so by putting their needs first and learning about their goals. From there, I can develop customized solutions to best suit their needs – for now and for the future.”

Diana has worked in the financial services industry since 2007 and has been part of the BlueShore Financial advisory team since 2012. She started her career on the front line as a teller and has progressed steadily since. With that client-facing foundation, she exemplifies the value of exceptional service that is personable, reliable, and customized to her clients’ needs.

Residential mortgages and retirement planning are two of Diana’s primary specialties. She knows that these can be complex and challenging matters for clients, so she focuses on helping to simplify and structure the process in ways that make sense for them.

Diana has completed financial planning courses, holds a mutual funds license, and is working towards obtaining the Certified Financial Planning (CFP®) designation in the near future.

Learn more about the value of working with a financial advisor.