Diana Wrona Associate, Skyline Wealth Management Inc.
As a Client Experience Associate, Diana collaborates closely with advisors to ensure investors receive the necessary support and information regarding Skyline’s investment products. Her primary focus is on creating a seamless client experience and facilitating smooth transaction processes by ensuring suitability and facilitating the collection of all necessary documentation.
Prior to joining Skyline, Diana held the position of Business Development Manager at a mortgage investment corporation. In that role, she was responsible for driving sales, establishing new relationships, and maintaining existing accounts. Additionally, she assisted with investment sales and completed her dealing representative registration in March 2022.
Diana places a high priority on knowledge and transparency in her interactions. With a keen attention to detail, she strives to anticipate her clients’ needs, aiming to deliver an exceptional experience. Her passion lies in helping people and fostering meaningful relationships.
Diana holds a Bachelor of Arts degree with Honors from Ryerson University (now Toronto Metropolitan), majoring in English Literature and minoring in Business Management. She has also completed the Exempt Market Proficiency (EMP) course and the Humber College Real Estate Salesperson Program, further expanding her expertise in the field.