Meet Our President

Dylan Brown

CFP®, CFSB, CIM, CIWM, CPCA, CSWP, FCSI, FMA
Certified International Wealth Manager, Certified Financial Planner®

Dylan been working in the financial planning industry since 1999. He studied Business Administration at University of Windsor and also has attained several prominent financial designations. Among them, Certified International Wealth Manager (CIWM) and Certified Financial Planner (CFP). In addition, he is a fully licensed Insurance Advisor.

Dylan provides financial counselling to individuals all across Canada. He is frequently contacted by the media as a resource on a wide range of financial planning topics and publishes a monthly newsletter.

In his spare time, Dylan often attends industry-related events and is very active in the community. He is an alumni of Leadership Windsor Essex and has taught the Dale Carnegie course. Dylan also enjoys travelling, sports and playing guitar.