A Meeting of the Minds Approach

Derrick Lahey and his team cultivate long-term partnerships with clients by spending the time to understand their investment goals and ensure that there is a meeting of the minds right from the beginning. A successful partnership requires that both you and Derrick are on the same page as to how capital markets function over the short and long-term. Due to the ever-increasing complexity of investment products and structures, Derrick firmly believes that you should always be engaged in the investment process and will spend the time required to ensure that you know what you own and why you own it when it comes to your portfolio.

Derrick will also leverage the services from Royal Bank Financial Group, experts in private banking, insurance, financial and estate planning. We will work with you and your existing professionals, such as accountants and lawyers to provide a total wealth management solution.

A plan for your priorities

Getting the right investment advice is a key part of managing wealth. But it's just one part of a bigger picture.

That's why you deserve a coordinated wealth management strategy that helps to address the financial concerns at each stage of life, such as:

  • Growing assets for future goals like retirement
  • Maintaining assets to protect financial well-being
  • Creating an income stream for retirement
  • Creating a lasting legacy