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As a seasoned industry expert, Derek has deep roots across the Canadian financial community and has worked closely with Canada’s most respected institutions and corporations.
Derek employs a unique and holistic approach to wealth management providing specialized financial advice, institutional-style investment management and customized concierge service. He is dedicated to building strong long-term partnerships with clients, working closely with them as an instrumental consultant & principle advisor for all of their financial needs. As the team’s Chief Investment Officer, he is focused on active investment due diligence, complete portfolio construction and tactical asset allocation strategies as well as developing comprehensive wealth management plans for his clients.
Derek plays an active role in his community and currently sits on the board of the KidsAbility Foundation and Hopewell Homes.