Wilson Private Wealth Management

Derrick Wilson, MBA, FCSI, CFP

Senior Portfolio Manager & Wealth Advisor

|

1-866-758-1802 | LinkedIn

Derrick has an extensive background in the financial services industry, backed by over 20 years of providing wealth management advice to clients at RBC Dominion Securities. As a Senior Portfolio Manager, Derrick believes in a disciplined approach to investing while incorporating a complete wealth management approach, which includes financial planning, estate planning services, and insurance.

Derrick's vast experience allows him to better understand client needs and develop comprehensive investment strategies that meet each client’s unique investment objectives. Trust, confidentiality, and integrity are the cornerstones of Derrick's practice and commitment to every client. They know they can rely on his expertise and professionalism no matter their financial needs.

A believer in continuous education, Derrick obtained his Master of Business Administration (MBA) from Dalhousie University. He has completed numerous financial planning courses while obtaining both the Chartered Financial Planner and Certified Financial Planner (CFP) designations. Derrick has also been named a Fellow of the Institute of Canadian Bankers (FICB) and has fulfilled the requirements for the Chartered Investment Manager designation.

The combination of his experience and education provides Derrick with extensive knowledge of portfolio management, estate planning, and insurance for individuals and corporations. His specialty involves the design and implementation of discretionary managed accounts, which are desirable for individuals planning for retirement, retirees, snowbirds, or business owners. Working together with our best-in-class extended team members, we are able to provide valued services and advice in the areas of Will and estate planning, comprehensive financial planning, and business/farm owner tax planning.

Derrick enjoys living outside of Calgary on a farm, caring for his cattle and dogs. In his spare time, he enjoys trying to improve his golf game, playing hockey, cycling, and touring on his motorcycle. Derrick has volunteered his time to the community through organizations such as the Calgary Mustard Seed, Calgary Drop-In Centre, Habitat for Humanity, Children's Heart Society, and the Canadian Liver Foundation. He is also the Past President of the Bow Ridge Little League Baseball Association and was a coach with the Northwest Warriors Hockey Association.

Our Extended Team

John Simes, JD

Vice-President & Will & Estate Consultant, Family Office Services, RBC Wealth Management

John attended the University of Manitoba and received a Juris Doctor in 2002.

Prior to joining RBC, John worked with a prominent national law firm and a large trust company where he gained extensive experience in estate administration, Wills, trusts, powers of attorney and personal directives.

John is a member of The Law Society of Alberta, The Canadian Bar Association and The Calgary Bar Association.

Monika Zarzycki, BBA, CPA, CA, CFP

Financial Planning Specialist, Family Office Services, RBC Wealth Management

Monika is a Chartered Professional Accountant (CPA, CA) and a Certified Financial Planner (CFP). She received her Bachelor of Business Administration (major Accounting) from Mount Royal University and completed all three levels of the Canadian Institute of Chartered Accountants’ In-Depth Tax Course.

Prior to joining RBC, Monika was employed as a tax manager at one of the major global public accounting firms where she specialized in accounting, tax planning and compliance services for individuals, owner-managed and corporate clients.

Monika’s primary role at RBC is to work together with advisors in preparing and presenting comprehensive Compass Financial Plans.

M.C. (Mike) Macoun, CLU, CHS, TEP

Vice-President & Estate Planning Specialist, RBC Wealth Management Financial Services Inc.

Having entered his profession in 1989, Mike holds the leading financial and estate planning industry designations. But more importantly, he has a natural ability to make the complex simple to understand. Estate planning can be daunting, but Mike will “paint a picture” that provides critical clarity.

Mike leads his estate planning team with purpose: To earn the respect of advisors, their clients and everyone we come into contact with.

Mike is approachable and sincere, with a desire to provide the best service possible. This is why his team is a perennial leader across Canada. He is married with two children, lives in Calgary and is grateful for the life he leads, and the job he gets to do every day. To learn more, visit Mike on LinkedIn: www.linkedin.com/in/mike-c-macoun/.

Coady Cormier, BBA (Fin), LL.B, TEP

Vice-President, High Net Worth Planning Services, Family Office Services, RBC Wealth Management

Coady’s expertise includes tax and estate planning for business owners, professionals, executives, retirees and individuals with U.S. issues. He also assists individuals facing significant financial events (for example, sale of business, financial windfall, retirement, severing residential ties with Canada, etc.).

For more than 20 years, Coady has assisted high-net-worth and ultra-high-net-worth individuals and families with their complex planning needs. Coady is a tax lawyer, and he has occupied his current planning role at RBC since 2008. In providing planning information to clients, Coady frequently communicates with their external professional advisors.

Coady’s educational background includes a law degree from Dalhousie University as well as the completion of the Chartered Professional Accountants of Canada (CPA Canada’s) In-Depth Tax Course (Levels I, II and III) and the CPA Canada’s Tax Issues for the Owner-Managed Business Course. He is a member of both the Canadian Tax Foundation and the Canadian Bar Association (Alberta Branch (South)) Tax Specialist Section. Also, Coady was called to the Bar in Alberta and Ontario. Further, in addition to his finance degree from Bishop’s University and the completion of the Canadian Securities Course, Coady is a registered Trust and Estate Practitioner (TEP) with the Society of Trust and Estate Practitioners (STEP).

Our team