Derek Churchill-Smith, Investment Advisor
Wealth management goes beyond investment advice and money
management to address a wide range of concerns related to both your
financial and life goals. Combining the unique combination of personalized service traditionally reserved for boutique firms with the strength and resources of Canada's leading wealth management provider, Investment Advisor Derek Churchill-Smith can help you achieve your goals and be prepared for every life stage.
Accumulating wealth - growing assets for future goals like retirement.
Protecting wealth - maintaining assets to protect financial well-being.
Converting wealth - creating an income stream to live an ideal retirement lifestyle.
Transferring wealth - creating a lasting legacy for family and other beneficiaries.
Who We Can Help
Our services are designed for high-net-worth clients who require professional assistance in helping them plan for and accomplish their financial goals.
Our clients include:
Business owners who are consumed with running their business, enhancing the need for financial oversight
Busy executives and professionals looking to free their time to focus on personal and career goals
Pre-retirees who want to make the most of their retirement savings as they approach retirement
Retirees requiring innovative strategies to maximize their after-tax retirement income, while protecting their financial security
Well-established families seeking professional guidance transferring wealth to the next generation in a tax-efficient mannerContact Derek today to arrange a complimentary consultation our team of experienced wealth management professionals will be happy to discuss your unique needs.
Contact Derek today to arrange a complimentary consultation our team of experienced wealth management professionals will be happy to discuss your unique needs.