Our Team
“We want to be the primary resource for people seeking to maximize their wealth and ensure them long-term financial security.”
- Certified Financial Planner
- Chartered Professional Accountant
- Management Degree
- Life Insurance Licence
- Mutual Fund Registration
Dahlin is the technical mind behind Belay. Dahlin saw how the combination of financial planning and accounting, with no division between them, could benefit everyone. Dahlin dedicated himself to the professional education to achieve his CFP and CPA designations. He eventually obtained licenses to run both an accounting firm & a financial planning firm – one of the first in Canada to do so.
Since 2011, Dahlin has been perfecting the holistic financial planning approach, and has built these bones into Belay. He’s excited about Belay’s unique ability to offer clients and advisors access to this cutting-edge business model, creating a win-win-win situation
When not working, Dahlin enjoys spending quality adventure time with his wife and three young boys water skiing, rock climbing, and helping out at their local church.
“The key to finance is educating yourself on how money can work for you.”
- Certified Financial Planner
- Life Insurance Licence
- Mutual Fund Registration
As president, Shannon is the heart of Belay. She showed Dahlin the importance of a cohesive financial plan and how it was the best choice for the clients she cared so much about. It was this care and deep sense of compassion which drove her to find new ways to help them, including obtaining her CFP designation.
For 26 years Shannon has been living out her passion by helping her clients get their finances in healthy working order. She is now turning her attention to Belay and its mission of enabling passionate financial planners serve their clients without conflicts or undue pressure.
When not helping people reach their financial goals, Shannon enjoys reading, spending time with her family, and helping at her local church.
"You should be able to count on your dealership for prompt, consistent support."
Lynnette has been a leading figure pushing Canada's fund industry to innovate its processes to provide better support for clients and advisors, and to reduce operating costs to the benefit of all. She brings that same innovation mindset to Belay.
As Belay's Chief Operating Officer, Lynnette is responsible for the day-to-day operations of the Dealership, including the trading, client management, and client reporting systems. These systems are the core of Belay's offering to advisors which, in turn, allows advisors to focus on adding value in their relationships with their clients rather than having to be concerned about back-office details. Lynnette has over 18 years' experience managing complex systems and has been involved through Fundserv and some of its key committees for over a decade. She has developed direct working relationships with the mutual fund companies to help ensure smooth trades execution and prompt resolution of issues when necessary.
"Both advisors and clients benefit from a strong, stable firm that emphasizes ethics and the client's interests."
As Chief Financial Officer, Ken is responsible for Belay's financial management and reporting systems. Before joining Belay, he was the CFO and CCO of two mutual fund dealers from 2006 to 2017. He was previously a member of the MFDA’s Policy Advisory Committee from 2014 to 2017 and a member of the MFDA’s Prairie Regional Council from 2008 to 2010.
Ken has been a chartered accountant since 1987. He joined the Alberta Securities Commission as a financial analyst in 1988, becoming Director, Capital Markets in 1993, Director, Corporate Finance in 1995, and then director of a combined corporate finance and capital markets department from 1997 until 2005. Ken represented the ASC on numerous Canadian Securities Administrators committees, including: Registrant Regulation (chair), Continuous Disclosure (founder and chair), Information Technology (chair), Registration Reform, Distribution Structures, SRO Oversight, Corporate Finance, Internet, NRD, SEDAR, and SEDI. He represented the ASC on the creation and implementation of the MFDA. In 2005 and 2006 he was a consultant to the Ontario Securities Commission.
Ethan’s philosophy is that financial planning should involve interdisciplinary integration. Ethan’s areas of interest include tax and investment planning, risk management, cash flow management, estate planning and retirement planning. Ethan’s passion for learning and problem solving combined with his desire to help others has motivated him to create custom solutions for his client’s unique needs.
