Dylan Rieberer

Background:

Dylan was fast-tracked into a highly-selective advisor training program at a large financial institution directly out of university. He eventually became disillusioned with the industry’s excessive focus on sales over competency, and joined Up Financial in 2023 because he shared our values of providing Sophisticated, Comprehensive, and Independent Advice. Dylan believes the most valuable skills an advisor must posses are knowledge and expertise, and he prides himself as a subject-matter expert. He works with High-Net-Worth clients dealing with complex financial situations to help them make the most of their wealth, utilizing a client-centric, goals-based approach, and focusing on the ‘meaning behind the money’.

Education:

Dylan has a BComm from the UBC Sauder School of Business, where he specialized in finance, with additional coursework in economics, accounting, and real estate. He holds the Certified Financial Planner (CFP®) and the Chartered Investment Manager (CIM®) designations, which aid him in dealing with complex financial situations, and implementing sophisticated investment strategies. He also holds the Certified International Wealth Manager (CIWM), which focuses on High-Net-Worth and international wealth management strategies. Believing knowledge is what sets wealth managers apart, he is committed to continuously expanding his wealth of knowledge. He is currently pursuing his U.S. CFP®, and is aiming to become the first Sports & Entertainment Accredited Wealth Manager (SE-AWMA) in Canada. Recently, he has also begun to teach Financial Management at the University of Calgary.

Specializations:

Leveraging his extensive expertise and personal experience, Dylan offers the following specialized services, in complement to the comprehensive financial planning Up Financial offers to all clients:

1. Athletes, and the Parents of Hopeful Professional Athletes – “Sports Families”. Special considerations include:
   i) Cross-border tax & financial issues;
   ii) Managing sudden financial windfalls;
   iii) Income splitting techniques;
   iv) Financial challenges of living away from home at a young age;
   v) Education considerations and contingency planning, and;
   vi) Budgeting techniques to deal with high expenses.
   
   
2. Public Service Personnel including Police, RCMP, CAF, Doctors, Nurses, Firefighters, EMT’s, & Teachers. Special considerations include:
   i) Pension management;
   ii) Early retirement;
   iii) Disability and health issues;
   iv) Debt repayment, and;
   v) Family support & education funding.
   
   
3. Working with Religious Individuals and Families who wish to see their values reflected in their financial plans and investments. Special considerations include:
   i) Financial stewardship;
   ii) Faith-based investing;
   iii) Charitable donations & tithing, and;
   iv) Investment constraints based on beliefs.

Personal Profile:

In what remains of his spare time, Dylan spends time with his family (fiancée Kala, son Luca, and their dog Rip). He also serves with the Calgary Highlanders in the Canadian Armed Forces Reserves, coaches youth AA/AAA hockey, writes and performs his own music, and plays hockey in a few different men’s leagues.