Originally from Burlington, Dylan moved to Toronto to attend Seneca College and has earned an Honours Bachelor Degree in Financial Services Management. Dylan started his career at one of Canada’s leading banks, working as an Investment Specialist where he deepened his knowledge of product offerings and learned to excel at managing client relationships. He joined Cattelan Private Wealth Counsel in 2015 and is now a CERTIFIED FINANCIAL PLANNER® professional. Dylan is actively involved in the community, as a mentor in the Raising the Grade program at St. Albans Boys & Girls Club. In his spare time, he also enjoys baseball, hockey, music and exploring new places.
What's next? Dylan is currently working towards his next industry designation.
Seneca College, Toronto ON. Honours Bachelor of Commerce, Financial Services Management - 2014.
Assists a Portfolio Manager by providing client service, executing orders, preparing and presenting retirement plans, educating clients, conducting market research & completing administrative tasks. Dylan is also involved with marketing, sales, training, and providing back up to all other members on the team.
Provided customer service and assisted clients with all aspects of their brokerage accounts. Executed orders as directed by clients and answered questions regarding investment products, retirement planning & financial management. Dylan was also responsible for mentoring new members to the team. He brought in $10,500,000 in net new assets during his time with the firm.
Responsible for generating new business by cold calling business owners & high net-worth individuals. He assisted in bringing in $750,000 in new assets to the firm by booking introductory meetings for investment advisors.
Dylan meets with youth on a weekly basis to provide support through homework assistance, education planning, career planning & promoting a positive environment. He is also involved in community events organized by the Boys & Girls club such us potluck dinners, holiday events and graduations.
HollisWealth® is a division of Industrial Alliance Securities Inc., a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada.