A brief profile of the Co-Founding Partners

Diana Wiley

An accomplished writer with a knack for translating complicated concepts and technical language into clear and elegant English, Diana Wiley is the ‘secret weapon’ of many professionals in the investment and related financial fields. She is also a graphic designer, which allows her to move from raw notes to a beautifully written and presented document in a single work process. Aside from the streamlined efficiency of this approach, her ability to merge words, images and design elements make her printed and electronic materials, presentations and websites very compelling.

She has a keen understanding of the complex needs of affluent clients and the changing roles of their professional advisors. Serving on boards of various cultural and healthcare organizations over two decades gave her deep insights into people’s relationship with their money and the legacies they want to leave. Her international work as a journalist and market researcher taught her to listen well and look beyond the easy answers. As the creative director of an advertising agency, she learned to craft messages for many different audiences and come up with effective strategies to reach targeted audiences with the right message.

New clients frequently tell her that they have difficulty differentiating their services from others in the highly regulated environments in which they work. They benefit from her strategic mindset and her clear-sighted ability to see a world of differentiators.

Evan Thompson

For over two decades, Evan Thompson has provided print and electronic communications to financial institutions and financial advisors. His primary goal is to assist financial advisors and other practice professionals, such as lawyers and accountants, create and strengthen relationships with affluent individuals and institutions.

Evan has served a variety of banks, wealth management firms, mutual fund companies, and law firms. A former print and broadcast journalist and advertising agency account executive in Canada and the UK, he has lectured on marketing communications and business writing in Canada and the United States. Evan has served on several boards, including the Board of Trustees at the Institute for Contemporary Culture at the Royal Ontario Museum and the Board of Trustees at the Textile Museum of Canada. He currently serves on the Board of Directors of The Family Firm Institute (Ontario Chapter).