Dylan's approach to working with his clients focuses on the family enterprise model, focus on 6 assets pillars of the family's wealth. These assets include: operating business, financial, real estate, philanthropic, heirloom, and deferred assets.
Growing up in an entrepreneurial household inspired his keen interest in entrepreneurship. His firsthand experience working in the family business helped Dylan develop a deep understanding of the problems entrepreneurs face within and outside their businesses. By using his planning-first mindset, he focuses his clients on proactive solutions to implement rather than managing the financial challenges from a reactionary position as they arise.
A graduate of the Telfer School of Management at the University of Ottawa, Dylan earned a Bachelor of Commerce specializing in Finance. When not in the office, you can find Dylan crafting recipes, socializing with friends, or riding his mountain bike.
