Meet our team

Welcome to The Orlic Harding Cooke Wealth Management Group

Diana M. Orlic CFP, CIM®, CIWM, FMA
Portfolio Manager, Wealth Advisor, Investment Advisor

Diana Orlic has appeared on BNN Bloomberg’s “The Street” and “The Close”, and has authored several articles for the Financial Post and Medical Post. Diana is regularly cited in articles in The Globe and Mail, Investment Executive and Advisor’s Edge.

Diana is a Certified Financial Planner® (CFP), Financial Management Advisor (FMA), Certified International Wealth Manager (CIWM), Chartered Investment Manager® (CIM) and Portfolio Manager, and is fully licensed in life and living benefits insurance. As a partner at Richardson Wealth, Diana has the freedom and resources to build customized investment and insurance portfolios. She has access to all available non-proprietary products on the market.

She began her career in financial services over 25 years ago as a Value Risk Analyst for the Ontario Teachers’ Pension Plan. Having acquired strong technical expertise, she moved on to develop her client relationship skills as an Investment Advisor with BMO Nesbitt Burns for four years. She then became a Senior Financial Consultant at MD Management, where she met Elizabeth Harding and Ty Cooke. Together, they created the Orlic Harding Cooke Wealth Management Group. In 2011, they moved as an independent financial advisory team to Macquarie Group, later acquired by Richardson Wealth (formerly Richardson GMP).

Diana and her partners have built a robust team of financial and administrative professionals. They provide the full spectrum of wealth management, specializing in retirement planning and tax and estate planning, comprehensive investment portfolios, generational wealth strategies, business succession plans, charitable giving strategies, and personal and corporate insurance needs. Clients include high-net-worth individuals, executives, physicians and other medical professionals, business owners, trusts and estates.

Diana is dedicated to continuing education and acquiring multiple course designations. That helps her excel at market needs analysis, and building diverse stock portfolios based on individual client needs. Her focus on current market trends brings a valued structure to investment portfolios and overall financial planning. By creating tailored strategies, she brings a unique perspective to creating, maintaining and growing wealth portfolios.

In the community, Diana is involved in many charitable organizations, including Juvenile Diabetes Research Foundation and The Darling Home for Kids. She lives in Burlington, Ontario with her husband, two daughters and her dog, Stella.

Wealth Advisor, Investment Advisor, Portfolio Manager

I have been successfully guiding and advising clients since graduating from Wilfrid Laurier University in 1998. Dedicated to gaining knowledge to help my clients succeed, I have acquired the Certified Financial Planner, Financial Management Advisor, Fellow of the Canadian Securities Institute and Chartered Strategic Wealth Professional designations and also hold my Level II life insurance license.

Working as a Senior Financial Consultant at MD Management, I met Diana Orlic and Elizabeth Harding. We moved individually to Wellington West Capital and there decided to form The Orlic Harding Cooke Wealth Management Group. In 2011, we joined Macquarie Private Wealth together, which was acquired by Richardson Wealth (formerly Richardson GMP) in 2013.

Elizabeth Harding
Relationship Manager

After a rewarding 30-year career in financial services, Elizabeth has retired from her active role as a Portfolio Manager, Investment Advisor. However, she will not be far away and is available on a consulting basis to the Orlic Harding Cooke Team along with her past valued clients. Elizabeth has embarked on a new and exciting chapter in her life – time with her growing family, and travel as her secondary passion. She thanks all her clients past and present for their trust in her and our team.

Pearson Avelino PFP®, CIM
Portfolio Manager, Associate Investment Advisor

I have been in the financial services industry since 1997 and joined our predecessor firm with Diana, Elizabeth and Ty in 2011. Previously, I worked with Wellington West Capital and Union Securities as an Investment Advisor; and in sales at ScotiaMcLeod Direct Investing and E-Trade.

I met Diana, Elizabeth and Ty at Wellington West and became their Associate in 2011. I have acquired my CIM Designation, PFP Designation and I am options licensed.

Kim Sevcik
Business Development Assistant

I have been in the financial services industry since 2004.  Prior to joining the Orlic Harding Cooke Wealth Management Group in November 2017, I worked as the Operations Manager and Executive Assistant to the President of an independent Wealth Management advisory firm, who was also a partner of a boutique Managing General Agency.

My role with the Orlic Harding Cooke team is to help the advisors excel at their specialties by offering back-end support through administration, organization and client coordination.