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Before proceeding, please confirm if you are an accredited investor by checking the box above. Accredited investors are individuals with a net worth of more than $1 million, excluding the value of their primary residence, or individuals with income of more than $200,000 (or joint income of $300,000 for married couples) per year for the past two years, with a reasonable expectation that such income levels will be attained in the current year.
Accredited investors also include certain institutions, including U.S. banks and U.S.branches of foreign banks, U.S. savings and loans associations, U.S. insurance companies, U.S. registered brokers and dealers, U.S. registered investment companies and business development companies (as defined by the U.S. Investment Company Act of 1940).
Additionally, certain state pension funds and ERISA plans with more than $5 million total assets and certain partnerships, corporations, and trusts with more than $5 million total assets are also considered.
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.
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!