Certified Financial Planner
has been providing sound financial advice since 1999 and has established himself as one of the top advisors in Windsor/Essex County.
has developed a unique process that empowers clients and helps them get on the path to financial freedom.
specialty is in the area of wealth management and portfolio analysis, while providing comprehensive financial planning services to business owners, individuals and their families.
Prior to joining the company, Dylan attended the University of Windsor for business administration.
He is a Certified Financial Planner, Level II Life Insurance Agent, and has also acted as branch manager.
designations include Canadian Investment Manager, Financial Management Advisor, Fellow Of The Canadian Securities Institute
, and Chartered Professional Strategic Wealth.
has been very active in the community.
He sat on an allocations panel with United Way, served as director of fundraising and publicity with Jazzpurr Society For Animal Protection, and helped instruct the Dale Carnegie Course.
He is also a graduate of a program called Leadership Windsor-Essex and is currently a member of their recruitment and selection committee.
also regularly attends Windsor Chamber of Commerce meetings.