About the Company
At McCurdy Financial we design personalized financial programs by determining your “How Much is Enough?” number. Then we work with you to achieve your goal.
Retirement Planning – Creating your wealth
Wealth Management – Sustaining your wealth
Insurance Solutions – Ensuring your future
Business Succession – Developing secure strategies for successful transition to the next generation or your employees (buy-sell agreements, employees’ buy-outs, leveraged buy-outs and tax exempt or tax-efficient opportunities).
Estate Arrangements – Ensuring your legacy by protecting your assets through sound legal documentation – (wills, trusts, powers of attorney)
Diane McCurdy is one of Canada’s foremost financial planners. She established McCurdy Financial Planning, long before the term “financial planner” became a common industry designation.
Brandon joined the McCurdy team in 2012, and works closely with Diane on all aspects of client’s financial planning needs helping determine ‘How Much is
After mastering various roles within Individual & Group Insurance, and Fund Administration teams for over 10 years at New York Life and Great West Life,
Roberta brings over 40 years of experience in the financial service industry and has been an integral part of McCurdy Financial since 1991. Her personable
Mary is McCurdy Financial Planning’s admin person extraordinaire and the friendly face that greets clients when they visit the office. She’s also the gentle voice