Diana Tso has extensive experience in fund tax compliance and financial management within the investment industry. They served as the Fund Treasury Manager at Fidelity Investments from 2005 to 2013 and held various roles at Mackenzie Financial Corporation from 1997 to 2005, culminating as Senior Financial Analyst. Diana worked as AVP of Fund Tax Compliance at Invesco Canada from 2013 to 2018 and subsequently became the Director of Americas Fund Tax at Vanguard from 2018 to 2021, overseeing tax operations for Canadian products. Their career is characterized by a focus on regulatory compliance, audit support, and strategic planning.
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