For the past 15 years I have been specializing in developing long-term income-planning, risk-management, and investment-portfolio solutions for clients whom of which include: small and large businesses, entrepreneurs, young professionals, those approaching or current in retirement.
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.
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:
- Comprehensive Financial Planning
- Mutual Fund & Segregated Fund Investing
- Life insurance / Risk Management Solutions
- Life & Living Benefit Solutions
- Personal / Group Plans Health and Wellness Benefit Plans
- Group Retirement Savings Plans
As part of the fundamental planning objective I instill in my practice, I always promote and encourage my clients to have a work / life balance. As a firm personal believer in this mantra, I always make sure I make time for family, friends, outdoor activities and a good book or movie.
I was born and raised in Ottawa, and currently reside in Stonebridge (Barrhaven) with my 4 beautiful girls (wife Michelle and 3 young daughters Avery, Isla and Victoria).
I highly recommend Dylan as an advisor. He is very knowledgeable about his industry and works hard to help you make the right financial decision for yourself. Dylan handles my personal and children's portfolios. I'm very happy with my policy performance and trust his recommendations.
- Sessie Naidoo – proud client since 2014
What sets Dylan aside from other advisors is his ability to communicate and explain things in a manner of which I can understand. I am confident that Dylan always has mine, my families and my business’ best in interests in consideration at all times.
-James & Angela Raiswell – proud clients since 2008