Dylan David Reece

Dylan David Reece

Gestore di Portafoglio-Azioni presso Nicola Wealth Management Ltd.

Profilo

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).

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Gestore di Portafoglio-Azioni 01/05/2011
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