Dylan Rose

Profile
  • Address:  1493 Merivale Road
  • Phone Number:  613-225-1500
  • Office Location:  Ottawa
  • Products Offered:  

I can help you:

Collaboration is the key to success.  I will inform, educate and make efficient recommendations to reach your goals / objectives; but this process is much more effective when we work as a team.

I am an Independent Financial Advisor working through the mutual fund dealership Professional Investments Inc. and life insurance provider Professional Insurance Agency / QFS.  With access to an abundant shelf of investment and insurance providers, I am able to offer my clients Canada’s top investment and insurance solutions to meet their ultimate financial goals and objectives.  In the last 15 years I have extensive experience with:

  • Financial planning
  • Mutual fund investing
  • Retirement planning
  • GICs
  • Life insurance
  • Segregated funds
  • Risk management
  • Disability insurance
  • Health and Dental benefits
  • TFSA  RRSP
  • RESP   RRIF
  • Annuities
  • Group RRSP
  • DCPP  DPSP

Award and achievements:

Biography

Goal & Objective based Financial Planning is paramount.  “To achieve what 1% of the world’s population has (Financial Freedom), you must be willing to do what only 1% dare to do. Hard work and perseverance of highest order.”

IDENTIFY / OPTIMIZE / IMPLEMENT / MONITOR .  Identify resources / Optimize goals / Implement strategies / Monitor progress and adjust accordingly.

For the past 15 years I have been specializing in developing long-term income-planning, risk-management, and investment-portfolio solutions for clients which include: small and large businesses, entrepreneurs, retirees, and young professionals.  As a true Independent Advisor, I emphasize the use of unbiased resources and tools in an effort to provide my clients with the highest quality solutions, without any sacrifice to service.

Contact Dylan Rose