Diane McCurdy

Vancouver · BC

Last updated: October 21, 2022

Diane McCurdy is a founder, visionary, innovator educator, speaker and financial  advisor. She is CEO and founder of McCurdy Financial Planning Inc., one the largest independent financial planning firms in Canada.  

Diane is also the author of bestselling book How Much is Enough (Wiley 2013). She is a leader recognized as one of the top financial planners in North America. She is considered a leader in strategic thinking. 

Diane McCurdy has held leadership roles in numerous financial planning associations and financial industry forums: first female Chair of CALU (Advanced Tax, Investment and Estate Planning) National Organization; member of the Million Dollar Round Table (Financial Advisors from 69 Countries); first woman in Canada to be a member of the Top of the Table; started the first women’s business club in Winnipeg, Manitoba; Member of Women’s President’s Organization (companies over one million per year); member of International Women’s Forum; and co-Chaired International Global Leadership Conference 2013.  

Diane lives in Vancouver. She joined the NAC Foundation Board of Directors in 2020.