Meet the team

Born and raised in Toronto, Derek graduated from the University of Victoria, British Columbia in 1994. Derek has worked for RBC Dominion Securities since 1998, during which time he has successfully completed and continues to challenge himself with multiple industry programs and exams in all fields of Wealth Management and client services, including an FMA designation, which is defined by the CSI as a "mastery level of knowledge" of wealth management strategies. This enables Derek to counsel individuals on complex wealth management issues beyond the scope of basic financial planning. Since 2010, when Derek was licensed as a Portfolio Manager he and the team have been successfully managing Canadian, US and International clients' portfolios on their behalf in their discretionary program.

Courses Derek has completed include The Canadian Securities Course, Conduct & Practice Handbook Course, Professional Financial Planning, Wealth Management Techniques, Investment Management Techniques and Portfolio Management Techniques. 

Derek and his family like to travel and participate in all sports including skiing and sailing.