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.
