Dylan Rose
Associate Financial Advisor at Concierge Wealth Management Inc Canada
Based in Canada
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Seniority
Staff
Department
Finance & Accounting
Location
Canada
Industry
Financial Services
Company size
8
Contact information
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d•••••••@conciergewealth.net
Phone
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Background
About Dylan Rose
Sound financial management is in my genes. Before joining IPG in early 2009, I grew up working in my family’s financial-planning business. It was there that I gained a profound appreciation for the importance of obtaining—and acting on—expert financial advice. “We all rely on professionals such as doctors, lawyers, and accountants for advice in our everyday personal and working lives. I believe that everyone should also count on the advice of financial specialists to ensure that their financial well-being is just as secure as their personal health and their business arrangements.” For the past 16 years I have been specializing in developing long-term income-planning, risk-management, and investment-portfolio solutions for clients which include: entrepreneurs, retirees, and young professionals. In my spare time I enjoy playing golf, skiing and I am currently working towards my CFP and MFA designations. Specialties- Retirement Planning - Investment Planning - Living Benefits Mutual Funds provided by Sterling Mutuals Inc.
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