Dylan Wilson is currently working at Cattelan Private Wealth Counsel, HollisWealth as a Licensed Assistant. He is a CERTIFIED FINANCIAL PLANNER® 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 March.
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.