Dylan Wilson is currently working at HollisWealth, Cattelan Private Wealth Counsel as a Licensed Assistant. He is a FPSC Level 1 Certificant in Financial Planning and is also actively involved in the community acting as a mentor in the Raising the Grade program at the St. Albans Boys & Girls Club.
What's next? Dylan is currently preparing to write the LLQP insurance course in November and the final CFP® professional examination in December.
Seneca College, Toronto ON. Honours Bachelor of Commerce, Financial Services Management - 2014.
Providing customer service and assisting clients with all aspects of their brokerage accounts.
Executing orders for clients.
Mentoring new colleagues.
Brought in $12,500,000 in net new assets.
Responsible for generating new business.
Helped generate $750,000 in net new assets.
Worked closely with investment advisors.
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.