Derek has worked with RBC for 14 years since making a career change, half of this time with RBC as a Financial Planner. Recently moving to RBC Dominion Securities – Canada’s leading full-service investment management firm – in order to give his clients access to a greater breadth of market research, investment options, and a full range wealth management services.
A continuous learner who holds the industry designations of Certified Financial Planner (CFP), Personal Financial Planner (PFP), and Chartered Investment Manager (CIM). Derek has also obtained licensing as a Life Insurance and A&S Insurance Agent to provide more options for his clients.
While all aspects of Wealth Management are considered when working with clients, proficiency with Retirement Income Planning, and investments that consider Environment, Social, and Governance (ESG) factors to align an individual’s investment portfolio with their personal values while better managing investment risk have been of particular benefit to clients.
Using a collaborative approach to ensure a Financial Plan is in place that addresses a client’s retirement goals, estate plan, and uses different strategies that manage risk and improves their tax situation. Derek then meets and communicates regularly with clients to ensure that the plan is on track in light of changing financial goals and objectives.
