Dylan Reece

Dylan has been in the financial services industry since 2000, and is a senior member of the Nicola Wealth Advisory Team.

He provides strategic advice to business owners, professionals, and retirees, and offers his clients a wide range of financial services. Specializing in retirement income planning and investment management, Dylan’s financial plans can also include tax and estate planning, cash flow and debt management, risk management, and business succession and continuation planning.

Dylan earned his Diploma of Technology, Financial Management with honours from the British Columbia Institute of Technology. He holds his Certified Financial Planner (CFP®), Chartered Life Underwriter – Dunstall Award (CLU) and Chartered Investment Manager (CIM) designations.

Dylan is a member in good standing of Advocis – The Financial Advisors Association of Canada and the Financial Planners Standards Council and subscribes to their respective codes of ethics and rules of conduct.