Education

Seneca College, Toronto ON. Honours Bachelor of Commerce, Financial Services Management - 2014.

Certifications

Professional Experience

 

Associate Investment Advisor, HollisWealth. Toronto, 2018 — Present.

I simplify complex financial matters to help clients live life confidently. Working together with business owners, executives, young families and retirees to help them achieve financial independence by developing comprehensive financial plans and executing a dynamic implementation strategy.

Licensed Assistant, HollisWealth. Toronto, 2015 —2018.

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.

 

Investment Specialist, BMO Investorline. Mississauga,  2014 — 2015.

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.

 

Business Development Associate, BMO Nesbitt Burns. Toronto,  2013.

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.

 

Professional Skills

Activities & Interests

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