About

Tailored financial advice for farmers, energy sector professionals and small business owners alike who drive our province, country and economy. Together, we will build a strategy that helps protect your family and lifestyle now, and better secures your wealth and legacy for generations to come.

With a decade of experience in financial services, Dylan brings a wealth of experience as an advisor, consultant and manager. He is a dedicated father and husband, as well as a former competitive athlete. Dylan combines discipline, commitment and a Client-first mindset to deliver personalized financial solutions. Dylan specializes in helping Clients achieve their financial goals through comprehensive risk and wealth management, as well as retirement and estate strategies. Using a tailored approach, he empowers Clients to help protect their hard-earned assets, earn income, grow their wealth and secure their financial future. Whether guiding families toward financial security or helping business owners with corporate strategies, Dylan's hands-on, trust-driven approach builds lasting relationships and makes him a trusted partner in creating legacies that endure for generations.

Meet Melissa.

In the world of Client satisfaction, Melissa is our secret weapon. Skilled in building lasting relationships, she knows that the key to great service is truly listening—a skill she hones daily as a wife and mother to four children. Melissa believes that life is best enjoyed through the simple things: the satisfaction of a blooming garden, the nostalgia of a classic vinyl record and the thrill of solving a mystery during her favorite crime shows. This love for detail and "getting to the bottom of things" makes her an incredible advocate for Clients. Whether she’s solving a challenge or streamlining your experience, Melissa is dedicated to making sure you feel heard and valued.

Although her official title is advisor assistant, Melissa will be running daily operations and bookings as the business operations manager to our new office in Medicine Hat.