Dylan Brigley, PM, CIM
No-Nonsense Wealth Management
Get the real story on your investments.
Your money, managed.
Portfolio Management
Our disciplined approach to portfolio management simplifies the process of determining the right asset mix and continuously monitoring and adjusting for changing market conditions, ensuring alignment with your goals.
Investment Analysis
Our rules-based, data-driven approach minimizes emotional bias and ensures decisions are grounded in clear criteria and research to identify opportunities based on strength metrics rather than market hype.
Risk Management
Our structured risk management process provides reassurance, helping investors stay focused on their long-term objectives despite market fluctuations.
Retirement Planning
Our straightforward approach to retirement planning simplifies the process by defining clear goals and following fundamental investment principles, enabling you to focus on your retirement dreams without overwhelming complexity.
Your financial advisor
Get past the noise and find true clarity
Blending advanced technology with real-world wisdom to bring you no-nonsense financial advice.
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Who We Serve
Business Owners
Empowering business owners with AI-driven financial strategies to secure and grow their wealth for generations.
Families
Providing families with technology-driven investment management to ensure a lasting legacy.
Farmers, Ranchers and Operators
Supporting farming professionals with specialized investment services to preserve and grow their legacy.
Your Mighty Team
About Dylan Brigley
Hello! I’m Dylan, and I’m passionate about helping my clients navigate the world of investments. Born and raised in Calgary, I’ve spent my life here, except for my university years in Vancouver. I’m a proud father of three, happily married, and we share our home with our dog, Buster.
My journey began in the investment division of a major Canadian bank, where I honed my skills alongside some of the best in the industry. I later transitioned to North America’s largest non-bank owned financial services company, gaining invaluable experience along the way. However, I realized I wanted to offer something different—a more personalized, straightforward approach to wealth management.
That’s why we founded SIA Private Wealth. Here, we prioritize a no-nonsense client experience, driven by data and a commitment to transparency. We believe in challenging conventional wisdom to better serve our clients’ needs.
If you’re looking for a fresh perspective on managing your investments, I’d love to chat. Let’s explore how we can work together to achieve your financial goals. Feel free to reach out – I’m here to help!
Book a Time
Security Above All
Safeguarding Your Assets
We know that investing your hard-earned savings is a significant decision, so we make your security our top priority.
Your investments benefit from the same level of protection as those held with Canada’s major banks and financial institutions. Our custodian, Fidelity Clearing Canada ULC (FCC), is a member of the Canadian Investor Protection Fund (CIPF). For more details about CIPF coverage, please visit their website here.
At SIA Wealth, we do not handle your funds directly. Instead, we partner with Fidelity Clearing Canada ULC (FCC) - a well-established and respected financial institution - as the custodian to protect our clients' funds. FCC is regulated by the Investment Industry Regulatory Organization of Canada (IIROC), which oversees investment dealers and trading activity in Canada to protect investors. As an IIROC member, FCC adheres to strict rules and regulations regarding business conduct, financial operations, and trading practices.
As your account custodian, FCC is responsible for:
- Clearing and settling securities transactions
- Preparing and distributing account statements and transaction confirmations
- Receipt, custody (i.e., safekeeping) and delivery of cash and securities
- Extending margin credit (subject to approval)
At SIA Wealth, we take extensive measures to protect our clients' confidential information. This includes encrypting client data, shredding sensitive documents, regularly updating our security policies and procedures, and implementing two-factor authentication (2FA) whenever possible. If you have any questions about our security practices, please feel free to reach out to us.
Disclaimer: SIA Wealth Management Inc. (SIAWM) specifically represents that it does not give investment advice or advocate the purchase or sale of any security or investment whatsoever. This information has been prepared without regard to any particular investor’s investment objectives, financial situation, and needs. None of the information contained in this document constitutes an offer to sell or the solicitation of an offer to buy any security or other investment or an offer to provide investment services of any kind. As such, advisors and their clients should not act on any recommendation (express or implied) or information in this report without obtaining specific advice in relation to their accounts and should not rely on information herein as the primary basis for their investment decisions. Information contained herein is based on data obtained from recognized statistical services, issuer reports or communications, or other sources, believed to be reliable. SIAWM nor its third party content providers make any representations or warranties or take any responsibility as to the accuracy or completeness of any recommendation or information contained herein and shall not be liable for any errors, inaccuracies or delays in content, or for any actions taken in reliance thereon. Any statements nonfactual in nature constitute only current opinions, which are subject to change without notice.
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Bow Valley Square 4, 250 - 6th Avenue SW,
Suite 1510, Calgary, AB T2P 3H7
- PH: (403)744-5190
- TF: (844)744-5190
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