Performance figures for each account are calculated using time weighted rate of returns on a daily basis. The Composite returns are calculated based on the asset-weighted monthly composite constituents based on beginning of month asset mix and include the reinvestment of all earnings as of the payment date. Composite returns are as follows:

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Dylan Reece

CFP, CLU, CIM


Position

Wealth Advisor

Client Relationship Manager


Dylan Reece

CFP, CLU, CIM

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

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

  • Retirement Dreams?

    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)

  • Golf handicap?

    14.2 but I feel like a 30 handi-cap most of the time!