Profil
Mr. Dylan D.
Reece is a Wealth Advisor & Client Relationship Manager at Nicola Wealth Management Ltd.
He is a Senior Member of the Nicola Wealth Advisory Team and has been in the financial services industry since 2000.
He provides strategic advice to business owners, professionals and retirees, and offers his clients a wide range of financial services.
Specializing in retirement income planning and investment management, his financial plans can also include tax and estate planning; cash flow and debt management; risk management, and business succession and continuation planning.
Mr. Reece holds a Diploma of Technology in Financial Management from the British Columbia Institute of Technology, a Certified Financial Planner (CFP), Chartered Life Underwriter (CFU) Dunstall Award recipient and is a Canadian Investment Manager (CIM).
Aktive Positionen von Dylan David Reece
| Unternehmen | Position | Beginn |
|---|---|---|
Nicola Wealth Management Ltd.
 Nicola Wealth Management Ltd. Investment ManagersFinance Nicola Wealth Management Ltd. (Nicola Wealth) is a Canadian investment management firm headquartered in Vancouver, British Columbia. The firm was founded by John M. Nicola in 1994 as John Nicola Financial Group Ltd. They are a subsidiary of NWM Holdings Ltd., which is ultimately owned by Cementir Holding NV (BIT: CEM) in Italy. They provide bespoke wealth management and asset management services to affluent individuals, families, and institutions across Canada and the US. Nicola Wealth is a signatory of the United Nations? Principles for Responsible Investment (UNPRI). | Portfolio Manager-Aktien | 01.05.2011 |
Erfahrungen
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Börsennotierte Unternehmen
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| Private Unternehmen | 1 |
|---|---|
Nicola Wealth Management Ltd.
Nicola Wealth Management Ltd. Investment ManagersFinance Nicola Wealth Management Ltd. (Nicola Wealth) is a Canadian investment management firm headquartered in Vancouver, British Columbia. The firm was founded by John M. Nicola in 1994 as John Nicola Financial Group Ltd. They are a subsidiary of NWM Holdings Ltd., which is ultimately owned by Cementir Holding NV (BIT: CEM) in Italy. They provide bespoke wealth management and asset management services to affluent individuals, families, and institutions across Canada and the US. Nicola Wealth is a signatory of the United Nations? Principles for Responsible Investment (UNPRI). | Finance |
