Neil Dixon
Senior Wealth Advisor
Neil has been in the financial services industry since graduating from the University of BC (Commerce) in 1991. For the majority of this time Neil has been in client facing positions providing advice on tax and retirement planning, portfolio management, and estate planning focused on mainly on medical professionals. For 8 years Neil was in a management role leading a team of advisors toward the primary goal of delivering comprehensive financial advice to clients through a network of offices in BC. In 2007 he decided to transition out of management to accept a client facing role again.
Neil holds the Certified Financial Planner, Certified Investment Manager, and Fellow of the Canadian Securities Institute designations.
Neil resides in North Vancouver where in his spare time he enjoys spending time with his family hiking, mountain biking, golfing, and skiing near home and in Whistler.
Neil Dixon
Neil has been in the financial services industry since graduating from the University of BC (Commerce) in 1991. For the majority of this time Neil has been in client facing positions providing advice on tax and retirement planning, portfolio management, and estate planning focused on mainly on medical professionals. For 8 years Neil was in a management role leading a team of advisors toward the primary goal of delivering comprehensive financial advice to clients through a network of offices in BC. In 2007 he decided to transition out of management to accept a client facing role again.
Neil holds the Certified Financial Planner, Certified Investment Manager, and Fellow of the Canadian Securities Institute designations.
Neil resides in North Vancouver where in his spare time he enjoys spending time with his family hiking, mountain biking, golfing, and skiing near home and in Whistler.
William Dennis
Will graduated with a Bachelor of Commerce degree from the University of Victoria in 2020.
Since moving back to Vancouver, his hometown, Will has enjoyed building and maintaining lasting relationships with clients while providing a high-level of service at CIBC Wood Gundy.
In his spare time, he enjoys travelling and playing hockey and golf.