Derek draws on his expert knowledge and more than 30 years of experience – encompassing previous positions in financial planning, hedge fund management, investment analysis and university lecturing – to develop comprehensive wealth management solutions for his clients. He remains deeply passionate about helping clients achieve their financial goals, understand their money and investments, and secure their financial futures. By guiding clients through uncertainty and risk that is part of investing, Derek empowers individuals, entrepreneurs and corporations with the knowledge and tools they need to make informed decisions, build wealth, and pass on their financial independence.
In his current role, Derek is an innovative advisor with a creative edge, experienced with asset allocation and portfolio construction, with a strong technical ability in financial modelling, risk management, technical analysis, and position sizing. Derek also helps instill confidence in investors by communicating complex financial topics with simplicity.
A firm believer in ongoing education, Derek holds four degrees: An undergraduate and post graduate degree in Finance and Investments; a joint MBA from the University of the Witwatersrand in Johannesburg and Duke University Fuqua School of Business in Durham, NC; and a Ph.D in Entrepreneurship from the University of the Witwatersrand in Johannesburg. Derek also holds an International Certificate in Treasury Management (U.K.), Higher Certificate in Coaching and Leadership, and has completed the Canadian Securities and Wealth Management Essentials courses.
Away from work, Derek enjoys spending quality time with his wife, Tania, and their two teenagers. He also stays active marathon running, cycling, and gives back to his community by volunteering at his children’s sports clubs
