Education

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

Certifications

Professional Experience

 

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

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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