Dylan is an Associate Investment Counsellor with BMO Private Investment Counsel Inc., part of BMO Private Wealth. Working with high-net-worth individuals, families, and organizations, he provides professional investment management solutions and support to help clients achieve their financial goals.
Collaborating closely with a Senior Investment Counsellor, Catherine Pinco, and a dedicated team, Dylan provides clients with customized and tailored portfolio composition, a disciplined risk management framework, and holistic wealth planning strategies. He enjoys building personalized, and meaningful relationships, allowing him to develop comprehensive investment and financial plans that ensure clients feel confident and secure in their financial futures.
Dylan graduated from the University of Calgary with a Bachelor of Arts in Applied Energy Economics. His dual designation as a CFA charter holder and CFP® professional reflects his knowledge of investment management as well as a commitment to holistic financial planning. He is also an active member of the CFA Institute and Calgary CFA Society.
Dylan joined BMO Private Wealth in 2021, following a successful two-year stint as a professional hockey player in Europe, fulfilling a lifelong dream. Outside of work, he enjoys spending time with his family, golfing, playing recreational hockey, and coaching youth hockey in his community.