Dallin partners with advisors across Western Canada to accelerate business growth and elevate the client experience. He works closely with advisors to deliver institutional‑quality investment solutions supported by leading global asset managers.

Prior to joining the firm, Dallin spent over a decade in the financial services industry in wholesaling and relationship management roles with firms including Mawer Investment Management, Guardian Capital, and Fidelity Investments. He brings a proven track record of success and a deep commitment to advisor partnership, with experience delivering high‑impact practice management strategies and a passion for helping advisors build stronger, more scalable businesses.

Dallin holds a Bachelor of Commerce from the University of Calgary. He is a Certified Investment Manager (CIM^®) and a Chartered Alternative Investment Analyst (CAIA) charterholder, and is currently pursuing the Chartered Financial Analyst (CFA) designation.

Based in Calgary, Dallin enjoys spending time in the nearby mountains. On any given weekend he can be found mountain biking, skiing, or hanging out with his dog, Diesel. He is also an avid car enthusiast and takes part (and sometimes even wins!) in multiple categories of amateur racing and high-performance driving.