As an Associate Wealth Advisor and member of the Investment Strategy Group at Schmidt Family Office™, Dylan plays a pivotal role in designing and implementing customized strategies that reflect each family’s financial goals, values, and long-term vision. Dedicated to building enduring relationships, Dylan is dedicated to helping families preserve, grow, and transition wealth across generations.
Industry Experience
Dylan brings over five years of experience with a diverse background spanning private wealth management, investment operations, and retail banking. These experiences provide him with a comprehensive perspective on both strategic planning and execution.
Designations & Degrees
Dylan holds a Bachelor of Science degree from the University of Alberta, majoring in Biological Sciences with a minor in Physical Sciences. He discovered a passion for finance and has since earned the Chartered Financial Analyst® (CFA), Certified Financial Planner® and Trust and Estate Practitioner (TEP) designations. Dylan is committed to lifelong learning, believing that true excellence in wealth management comes from both technical mastery and continuous development.
Community Involvement
Dylan is a passionate advocate for Expand Hope, the global social impact platform of Schmidt Family Office™ dedicated to building schools in Guatemala. In 2024, he participated in a Global Impact Trip to Guatemala, joining local communities in celebrating the opening of new schools. He remains committed to advancing Expand Hope’s mission and inspiring others to engage in meaningful social change.
Accomplishments & Accolades
Dylan’s dedication to excellence is evident in both his professional and personal achievements. He completed CFA® Program Levels I and II in the 90th percentile and was recognized with the Outstanding Graduate Award in high school for leadership, academics, athletics, and community involvement. All qualities that continue to shape his career and character today.
Outside of the Office
Dylan is passionate about health, fitness, and personal development. He enjoys cycling, weightlifting, golf, hiking, and embracing new challenges both physically and intellectually. An avid reader of non-fiction and personal growth literature, he also values travel and cultural experience as opportunities to broaden his perspective. Whether cycling Edmonton’s trails, enjoying a round of golf, or spending time with family and friends, Dylan prioritizes balance and fulfillment in all aspects of life.
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