Dylan Oheron
Financial Planner @Sun Life
Toronto, ON, CA
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Jan 2014 — Present
Financial Planner @Sun Life
View department →
CA
We specialize in integrated planning to address all aspects of your life; family, business, and beyond.
EDUCATION
1992 — 1993
Wilfrid Laurier University
Master of Business Administration - MBA
N/A
Advocis
Chartered Life Underwriter (CLU), Small Business Tax Planning
N/A
Wilfrid Laurier University
Bachelor of Arts, Economics
N/A
Canadian Securities Institute
Certified Financial Planner (CFP), Estate planning, Tax Planning, Investment management, Retirement planning, Risk management
SKILLS
PensionsFinancial PlanningFinancial AdvisoryFinancePersonal FinanceWealth Management ServicesRetirement PlanningInsuranceFinancial AdviceWealth ManagementInvestment ManagementCertified Financial PlannerInvestment StrategiesSecuritiesEstate PlanningLeadershipInvestmentsStrategyManagementFinancial ServicesRetirementStrategic Financial PlanningWealthSalesFinancial PlannersAsset AllocationMutual FundsRisk ManagementInvestment Advisory
ABOUT DYLAN OHERON
We bring underutilized and often overlooked strategies to all areas of your finances:…
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