Peter Dylan

Calgary-based wealth business-development and capital-markets professional with experience across investor onboarding, exempt-market capital raising, advisor and portfolio-manager support, market commentary, and qualified pipeline generation.

Passed

Level II of the CFA Program, completed CSC and EMP, and previously registered as a Dealing Representative in BC, Alberta and Ontario. Brings investment fluency, client-acquisition discipline, compliance awareness, and relationship maturity suited to a permanent associate-level role in wealth, advisory support, or investment distribution.

Business Development Representative Client Acquisition and Pipeline Development at Multiple Clients (2024-03 – Present)

• Generate qualified meetings and early-stage pipeline through targeted cold calling, email, LinkedIn outreach, and account research for B2B technology and services clients.
• Work across fintech, cybersecurity, logistics, M&A services, health technology, governance/compliance, cryptography, and data-provider markets.
• Completed a dedicated Chisel Labs assignment as the only sales development representative to book qualified meetings, using Salesforce, Apollo, LinkedIn Sales Navigator, Dripify, and Elto Dialer.
• Applied AI-supported research and lead pre-qualification workflows to prioritize accounts, refine outreach, and reduce manual research time.

Financial Markets Client Reporting and Advisor Support Specialist at SIACharts / SIA Wealth Management (2023-12 – 2024-03)

• Produced daily market commentary and reporting for advisor and portfolio-manager clients, translating model performance, ETF behaviour, and relative-strength analysis into usable client communication.
• Evaluated financial models and public ETFs with attention to performance standards, documentation quality, and advisor-facing clarity.
• Developed a KYP tool and real-time newsfeed to improve product review, advisor communication, and response speed.
• Supported advisor and portfolio-manager relationships and wealth-management introductions.

Dealing Representative Investor Onboarding and Investment Product Due Diligence at Drake Financial (2021-01 – 2023-08)

• Managed deal flow for 100 investors into a $1.5B fund, maintaining personalized service while supporting dealer documentation and compliance standards.
• Led capital-raising activity that secured $30M in new investment, balancing outreach, investor communication, suitability awareness, and execution follow-through.
• Conducted financial analysis and due diligence on new investment products and issuers, assessing fit with dealer strategy and investor requirements.
• Supported business development that contributed $4M in growth of dealer operations through investor relationship work and new-opportunity development.

Corporate Finance and Capital Markets Consultant at Fa2 (2019-01 – 2021-12)

• Delivered strategic finance, valuation, and capital-market advice for clients ranging from small businesses to established corporations.
• Developed financial models for asset valuation, equity growth, capital strategy, and issuer-level decision support.
• Helped clients navigate regulatory and compliance considerations attached to financing, valuation, and growth decisions.

Founder and Quantitative Investment Research Analyst at Princyss Technologies (2017-01 – 2019-12)

• Founded a quantitative research firm focused on predictive analytics, investment research, and risk-management applications.
• Led product development and market launch work for analytical tools targeting the Canadian Oil and Gas sector.

Financial Institution Cybersecurity Analyst and Client Relationship Manager at BrandProtect / PhishLabs (2014-01 – 2017-12)

• Managed cybersecurity and threat-intelligence relationships for financial-institution and enterprise clients, including Blackstone, Fannie Mae, DTCC, and major banks.
• Supported client trust, issue resolution, and relationship growth in a sensitive risk environment where accuracy, discretion, and follow-through were critical.
• Contributed to firm growth and client coverage that supported the eventual strategic merger with PhishLabs.

Campaign Manager and Strategic Communications Advisor at Calgary Municipal 2021 Election (2021-01 – 2021-12)

• Designed and executed data-informed campaign strategy, media relations, and targeted public communication in a high-visibility local environment.

Bachelor's Degree in Finance – Sobey School of Business, Saint Mary's University