Background and Experience
Dylan has several years of experience in the role of financial advisor and insurance advisor. He is committed to industry accreditation and currently holds his Registered Retirement Consultant (RRC®) designation. Since joining the industry, Dylan’s focus has been on holistic financial advising and raising the financial literacy of Manitobans seeking advice. His prior experience working with a large independent advisory firm has given Dylan a strong foundation of financial knowledge that he hopes to pass on to our growing team and members. He understands how proper financial advice can affect and improve a member’s overall financial fitness.
Dylan and his young growing family love spending quality time together in the great outdoors. He loves to stay active playing baseball, volleyball, quadding, and just plain old ‘adventuring’. Ask him about his guitar collection!
How can I help you?
Dylan looks to solve the “fog” around the future for our members: Whether that be through managing your money as efficiently as possible and getting it back into your hands after you’ve worked so hard to accumulate it, generational wealth transfer, protecting you against risk along your life’s journey, or estate planning.
You can turn to Dylan and the Financial Solutions team to gain that peace of mind. Get your “sleep at night” factor back. If you’ve ever found yourself questioning what the future holds for you and your family, we’re here to help.
Let’s get the conversation started.
Mutual funds are offered through Credential Asset Management Inc.