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Originally from Burlington, Dylan moved to Toronto to attend Seneca College and earned an Honours Bachelor Degree in Financial Services Management. He started his career at BMO, working as a Business Development Associate/Investment Specialist where he deepened his knowledge of product offerings and learned to excel at managing client relationships. Dylan joined iA Private Wealth in 2015 and is now a Chartered Investment Manager & CERTIFIED FINANCIAL PLANNER® professional. Dylan is actively involved in the community, as an Alumni Speaker at Seneca College & a mentor in the Raising the Grade program at St. Albans Boys & Girls Club. In his spare time, he also enjoys rooting for the hometown Toronto Blue Jays & Maple Leafs, and playing squash.
Committed to the mastery of the Financial Planning profession, Dylan is the 2020 winner of the PlanPlus Global Canadian Financial Planning Award.
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