Financial Advisor & Investment Representative
Dylan joined the Leipert Financial team in June, 2021. Prior to joining our team, Dylan worked with a number of advisor teams at RBC Dominion Securities in 2018, and chose to begin his career as an independent Financial Advisor since 2019. He is driven by his desire to assist people in the achievement of their financial goals and dreams. With a key focus on building a strong relationship with all of his clients, Dylan will work hard to develop a wholistic plan that is suitable for every individual’s needs. He is passionate about education and continually strives towards new certifications and designations that will lead to exceptional client service.
Education, experience and skills
- Bachelor of Business Administration, Majoring in Finance
- Diploma of Business Administration
- Bachelor of Arts, Majoring in History
- Enrolled as a Certified Financial Planner (CFP) candidate