Professional And Straightforward Advice For Your Financial Life

Magdalin Consulting is a fully licensed, independent investment and insurance brokerage serving clients across British Columbia, from Cranbrook to Vancouver.

We help clients at every stage of life, from early financial planning and investing for future goals, to building long-term wealth and protecting what matters through insurance, retirement strategies, and estate planning.

You work directly with a personal insurance advisor who acts on your behalf, helping you navigate insurance and investing while adapting each service as your needs and priorities evolve.

What clients can expect:

Clear, straightforward explanations of insurance and investment solutions from a professional, licensed broker.
Helpful comparisons across trusted providers including Industrial Alliance, RBC Insurance, Equitable Life, The Edge Benefits, and Empire Life, to find coverage that fits your needs.
Independent recommendations that prioritize protection, growth, and long-term security.
Ongoing support that adapts as your goals, family, and financial situation evolve.
Partnered with WealthLink Financial Services Inc. and backed by IDC Worldsource Insurance Network.

What sets us apart

Independent advice focused solely on your best interests.

A consistent, long-term advisor for you, your family, and your goals.

In-home meetings, along with phone and email communication.

Approachable, knowledgeable, and integrity-driven guidance.

About Dylan Magdalin

Dylan Magdalin brings a grounded, client-first approach to investment and insurance planning. Raised in British Columbia and deeply connected to the communities he serves, Dylan’s professional background has always centered on responsibility, service, and protection.

Before founding Magdalin Consulting, Dylan trained in the Foundations of Heavy Duty Mechanics at the College of the Rockies and worked as an automotive mechanic. He later moved into government roles, including a position as maintenance superintendent at Pinkut Creek with Fisheries and Oceans Canada, and training within the Canadian Border Services Agency. Dylan’s experience reinforced a strong sense of accountability, diligence, and integrity, and he brings these same values to his advisory practice.

Today, Dylan works as an independent insurance and investment broker, helping individuals, families, and business owners protect what they’ve built and plan for what comes next.

Services

Independent advice, built around your goals

Magdalin Consulting offers investment, insurance, and planning services focused on clarity, mid to long-term outcomes, and your best interests.

Investment & Wealth Planning

Investment planning with Magdalin Consulting begins with understanding the full picture: goals, timelines, risk tolerance, and existing assets. We work closely with clients to assess their current situation and recommend suitable investment strategies using segregated funds and other solutions.

Services include:

Opening or transferring TFSA’s, RRSP’s, and many other registered accounts
Opening a non-registered investment account
Transferring funds from existing accounts
Daily monitoring and quarterly check-ins

Common client goals:

Understand available options and choose services and products that fit their current stage of life, with solutions that adapt as their needs evolve
Gain confidence and clarity about how their investments are working for them
Grow wealth in a tax-efficient way
Know their money is being managed to support long-term growth and financial goals

Insurance Protection

Insurance is about turning small, predictable costs into meaningful protection, ensuring your assets and your loved ones are supported if the unexpected happens. It can also provide short-term protection to cover debts or support business buy/sell agreements. At Magdalin Consulting, each recommendation is based on a detailed needs analysis, taking into account existing coverage, debts, dependents, and long-term goals.

Insurance solutions can include:

Life insurance
Disability insurance
Critical illness insurance

Retirement & Legacy Planning

Madgalin Consulting helps you plan for a retirement where your money works for you. We support our clients with in-depth retirement strategies and estate protection. Early planning is encouraged, but meaningful improvements can be made at any stage.

Common areas of focus include:

Retirement investment strategies
Income replacement strategies
Estate simplification and legacy planning
Tax-efficient wealth transfer
Transferring pensions into personal registered accounts

Business Solutions

As an independent, licensed insurance broker, Magdalin Consulting works on behalf of business clients to identify, analyze, and manage risk. Services are tailored to each business, helping protect personal and corporate assets while saving time and money.

Common solutions include:

Potential creditor-protected investments, such as segregated funds, to safeguard personal and business assets
Key person insurance, life insurance to fund buy/sell agreements, and insurance strategies for sole proprietors and corporations
Corporate investment planning and employee benefit packages and group plans that support business stability, employee retention, and access to health coverage, including competitive options for small companies and family-run businesses

If you would like to talk through your goals or ask a few questions, we’re happy to connect.

What working together looks like:

The process is straightforward and personal:

Initial conversation: A no-obligation meeting to understand your goals and concerns.
Assessment & analysis: Complimentary review of your financial situation, including existing investment and insurance plans.
Recommendations: Clear explanations of options that suit your goals.
Implementation: Applications completed in person or securely online.
Ongoing support: Regular monitoring, reviews, and direct access to Dylan at no extra cost.

Clients can expect consistent communication as their needs, life, and the markets evolve, including in-home meetings and secure phone calls with no per-call or meeting costs.

FAQs

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Industry Partners

Magdalin Consulting is authorized to work with and represent:

Working with Dylan has given me confidence, empowerment, and peace of mind. As a younger client with little financial experience, I appreciated how patiently he explained everything in a clear, approachable way, never making me feel overwhelmed. He guided me through my options and helped me make decisions aligned with my goals—even when I wasn’t fully certain what those goals were yet. He also helped me secure excellent life insurance coverage at a significantly lower rate. I always feel he is acting in my best interest, not his own, and his integrity, genuine care, and client-first approach truly set him apart.

Piper L, 26
Vernon, BC

I’ve been investing with Magdalin Consulting for a few years now, steadily contributing on a monthly basis. It has grown impressively over time with no unnecessary risks. The best part is, anytime I’m unsure or have a change in my life scenario, I just ring Dylan up. No long waits, no scripted lines… Just someone who knows my name and my numbers. That’s worth as much as gold in this age. Honestly it feels less like business and more like having a sharp friend watch your back.

Brad R, 36
Cranbrook, BC

Coming out of bankruptcy in my 50’s I thought for sure I would be working well into my 70’s or beyond. Having a business meeting with Dylan Magdalin was a game changer. He has taken my bleak financial situation and turned it around. Not only is my money working for me now but also working for my future and to leave a lasting legacy in place for my family thanks to a combination of investment strategies and a Whole Life Insurance Policy, which allows me all sorts of financial opportunities now and in the future. Now in my early 60’s I’m looking forward to early retirement knowing my financial future is in good hands and my family will be taken care of financially when I’m gone. It doesn’t matter what your financial situation is, I strongly recommend you have a meeting with Dylan. Thanks Dylan!

Dave A, 61
Cranbrook, BC

Let's Start with a Conversation

Contact Magdalin Consulting today for personal, straightforward guidance on insurance, investments, and financial planning.

Based in the Kootenays, we serve clients across British Columbia, with a focus on building strong local relationships in the Cranbrook area.

We’re available to discuss your goals, plan for the future, and help clarify your options.

Or reach Dylan directly: