DYLAN BROWN

I began my financial services career in 1999 and have been president of Brown & Associates Wealth Management since 2009. We provide financial guidance, portfolio management, tax minimization strategies, retirement & estate planning, and insurance solutions.

Our ideal clients are individuals, couples, and business owners who wish to work collaboratively on financial decisions, while delegating research, implementation, and wealth monitoring to our team. We serve many clients in the later stages of their career and throughout retirement, helping them make the most of their hard-earned wealth.


During my financial planning journey, I have attained the following designations:

CEA – Certified Executor Advisor

CFP – Certified Financial Planner

CFSB – Chartered Financial Services Broker

CIM – Chartered Investment Manager

CIWM – Certified International Wealth Manager

CLU – Chartered Life Underwriter

CPCA – Certified Professional Consultant on Aging

EPC – Elder Planning Counselor

FCSI – Fellow of the Canadian Securities Institute

FMA – Financial Management Advisor

RIS – Responsible Investment Specialist

RRC – Registered Retirement Consultant