As a Certified Financial Planner at Assiniboine Credit Union’s Business and Community Financial Centre (BCFC), Diane provides advanced financial planning and investment advice to large business members, foundations and non-profit organizations.
Diane’s expertise results from more than 20 years in finance and business, as well as a commitment to ongoing professional development and education. Through Diane your organization can benefit from a variety of professional investment services including:
- short-and long-term investment planning.
- innovative cash management.
- productive ways to maximize interest on seasonal excess cash balances.
- appropriate risk-management strategies.
In addition, you can feel confident in the knowledge that Diane and our BCFC team are focused on growing and protecting the wealth of your organization and that your deposits at ACU are 100% guaranteed by the Deposit Guarantee Corporation of Manitoba.
Regardless of size and complexity, your corporation, charity, endowment or institution can benefit from ACU’s disciplined, expert investment advice. We’ll help you plan for next month, next year and into the future.
Beyond Investments
In addition to investment services, Diane and our BCFC team can provide you with a full range of business banking solutions and financial products designed to meet your needs. As Manitoba’s most diverse commercial lender, we lend money to businesses, co-operatives, and not-for-profit organizations and provide the financial counseling and other forms of support necessary for success.
As a Manitoba financial co-operative, we understand both your business and the local economy, and we boast prompt, supportive, local decision making. After all, our business centre is on Main Street, not Bay Street.
In return, by choosing to do business with Assiniboine, you are also choosing to make a difference in our local community. ACU is committed to doing business in a way that is financially sound and socially, environmentally and ethically responsible. We believe in using our skills and resources as a financial co-operative to help foster self-reliant and sustainable communities. It’s who we are. Choosing ACU means you become a part of the work we do.
If you are not currently working with our Business and Community Financial Centre, Diane can help you co-ordinate your organization’s transition from your existing financial institution by:
- understanding your organization’s financial goals and service requirements.
- providing you with a no-fee, comparative, banking-services cost analysis.
- responding to your organization’s formal Request for Banking Proposal.
- creating a customized package of banking solutions for your organization.
To book your appointment with Diane, please contact our Member Communication Centre at (1-877) 958-8588.