CFP, CLU, CIM
Financial Advisor & Associate Portfolio Manager
Dylan has been in the financial services industry since 2000, and is a senior member of the Nicola Wealth Advisory Team.
Area of Expertise
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.
Degrees and Designations
- Diploma of Technology, Honours (Fin Mgt) – BCIT
- CFP (Certified Financial Planner)
- CLU (Chartered Life Underwriter – Dunstall Award recipient)
- CIM (Canadian Investment Manager)
Industry and Associations
Dylan is a member in good standing of the following professional organizations and subscribes to their respective codes of ethics and rules of conduct:
- Advocis – The Financial Advisors Association of Canada
- FPSC – Financial Planners Standards Council
Raised in Vancouver, Switzerland and Hawaii, Dylan currently lives in False Creek with his wife, Miranda, and daughters, Rowan and Brooklyn. Outside the office he can be found running along the seawall, skiing in Whistler, playing tennis, enjoying a glass of fine wine, or searching for his lost golf ball at Shaughnessy Golf Club.
Question & Answers
Work until the firm changes the locks on me, and take life lessons from my grandchildren.
Words my father taught me
"Take life’s bull by the horns."
What is your iPod playing?
I own a few cassette tapes from the late ‘80’s if that counts…
Were you named after anyone?
Bob Dylan & Dylan Thomas (I am a product of Welsh hippies)
14.2 but I feel like a 30 handi-cap most of the time!