“It feels good being part of something that makes a difference in people’s lives.”
With a love for planning, organization, and helping people - it’s no wonder Dylan found passion in his current role. Not only does he support the team in an administrative capacity, he has also taken the lead for implementing and running our new client documentation system. He focuses on keeping our business compliant, accounts up-to-date, and our day-to-day tasks organized. He is currently completing his Investment Funds in Canada course to become a licensed Mutual Fund advisor.
As a quick learner, he likes to dive into new programs and technology and has an in-depth understanding of how systems work. Outside of work you’ll find him at the beach, going for a hike, playing sports, or mastering a new video game. His competitive nature and attention to detail make him a valuable team member who is always eager to help and take on more responsibility.
Hidden Talent: Ping-Pong Champ