Since joining the financial services industry in 2010, Dylan Brown has gained a thorough understanding of risk management. As part of a business family unit, Dylan understands the complexities of protecting connection and preserving harmony while growing a successful business.
After completing the Business Administration Program with a major in Financial Services at Calgary’s SAIT Polytechnic, Dylan pursued his financial planning career with Financial Confidence™ in Vancouver. His role as Insurance Advisor focuses on helping clients identify, clarify and eliminate risk. Dylan is life insurance licensed and is currently studying to obtain the Certified Financial Planner (CFP) designation.
Most children in a business family feel the inherent pull of the business. I am the third generation experiencing the dynamics of a family business. Insurance isn’t the fix all, however it is a mechanism that allows one to buy time during a period of emotional difficulties and stress. This allows our clients to not have to make financial decisions under pressure. I work with ambitious entrepreneurs in high growth patterns who put themselves on the line and do what it takes to excel; my goal is to be their quarter back.
Our clients engage me to stabilize their business cash flows to ensure they will endure the financial stress that a change in ownership or leadership could create. Professionals engage me to do comprehensive financial security planning. I specialize in insurance and risk management however I find that my clients are in need of solid legal and tax advice as well as developmental coaching on a regular basis. I work closely with a network of multidisciplinary advisors to strengthen my client’s ability to find success in all aspects of their lives.
Dylan has completed his Diploma in Technology majoring in Business Administration (DIPL.T). He is also a Certified Health Specialist (CHS) and Chartered Life Underwriter (CLU).