Richard brings a wealth of experience to the team at Verecan Wealth. A Chartered Financial Analyst who spent over 15 years as a research analyst and portfolio manager with a national investment counsel firm, Richard is a key member of the investment team. His main areas of emphasis are conducting company research on prospective investments, providing insights into industry and economic conditions and evaluating and monitoring funds we invest in.

On the wealth and retirement planning side of the practice, Richard has a focus on working with business owners and professionals. Over a 35-year career he has worked in many fields including taxation, business banking, accounting and business brokerage. He has also been involved in several business start-ups and has helped many owners with the successful sale of their business. This background and experience have given him a lot of insight into the unique challenges and needs of business owners and he endeavours to take a holistic and individualized approach to clients’ situations.

Finally, Richard is our in-house tax planning professional and can help with all your tax planning needs.

Originally from Burlington, Dylan moved to Toronto to attend Seneca College and earned an Honours Bachelor Degree in Financial Services Management. He started his career at BMO, working as a Business Development Associate/Investment Specialist, where he deepened his knowledge of product offerings and learned to excel at managing client relationships. Dylan is now a Chartered Investment Manager & CERTIFIED FINANCIAL PLANNER® professional. Dylan is actively involved in the community coaching the 18U Toronto Playgrounds DS Baseball Club & an Alumni Speaker at Seneca College. He enjoys rooting for the hometown Toronto Blue Jays & Maple Leafs and playing squash in his spare time.

Dylan is the 2020 winner of the PlanPlus Global Canadian Financial Planning Award.