![Dylan David Reece](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Dylan David Reece
Gestionnaire de Portefeuille-Actions chez
Nicola Wealth Management Ltd.
Finance
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).
Postes actifs de Dylan David Reece
| Sociétés | Poste | Début |
|---|---|---|
Nicola Wealth Management Ltd.
 Nicola Wealth Management Ltd. Investment ManagersFinance Nicola Wealth offers a broad range of diversified investments that generate stable cash flow with less volatility than a typical "stocks and bonds" portfolio. Their investment philosophy doesn't rely solely on price appreciation. The firm believes that cash flow investing delivers accelerated wealth building while assuring flexibility to rebalance, protection from market volatility, and peace of mind that the clients are earning a sustainable income. | Gestionnaire de Portefeuille-Actions | 01/05/2011 |
Expériences
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Inactives
Sociétés cotées
Entreprise privées
Relations
9
Relations au 1er degré
1
Entreprises liées au 1er degré
Homme
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Exécutifs
Sociétés liées
| Entreprise privées | 1 |
|---|---|
Nicola Wealth Management Ltd.
Nicola Wealth Management Ltd. Investment ManagersFinance Nicola Wealth offers a broad range of diversified investments that generate stable cash flow with less volatility than a typical "stocks and bonds" portfolio. Their investment philosophy doesn't rely solely on price appreciation. The firm believes that cash flow investing delivers accelerated wealth building while assuring flexibility to rebalance, protection from market volatility, and peace of mind that the clients are earning a sustainable income. | Finance |
