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With deep roots in the Canadian financial community, we have proudly partnered with respected business leaders, families, corporations, and institutions as they’ve navigated their ever-evolving journey and uncovered the power of purpose-driven wealth.
Our wealth management philosophy centres on three core principles: purpose, perspective, and partnership. These principles guide our approach to wealth creation, helping families achieve continuity and strength through collaboration and strategic planning.
Portfolio Manager & Investment Advisor
Investment Advisor
Associate
“We begin to experience the most powerful advantage of wealth when we discover the ability to think of things beyond money,” says Derek. As a seasoned industry expert and visionary leader of Henderson Family Wealth, Derek continues to build a successful business while remaining true to his four cornerstones – wisdom, wealth, wellness, and wellbeing. As he puts it, “This mindset creates a clear focus and can inspire you to pay attention to the ordinary things that are, in fact, extraordinary.”
As portfolio manager and family enterprise advisor, Derek empowers his clients to create resilient, intergenerational wealth. With a deep understanding of the interconnected relationship between family and business, he works closely with clients to develop governance structures and to determine shared values for multigenerational planning. Like his clients, Derek remains committed to enhancing his knowledge through education. He obtained his Bachelor of Business Administration, with a focus on international business and economics, from Bishop’s University and has since become a Certified Investment Manager (CIM), Family Enterprise Advisor (FEA), and a Certified Exit Planning Advisor (CEPA).
Derek understands that wealth involves responsibility, discipline, and intention. That’s why he encourages his clients – respected business leaders, families, corporations, and institutions – to reflect on their purpose and desired path. “Similar to financial planning and wealth planning, we need to strategize and prioritize the exciting things we want to accomplish – and, most importantly, the people we want to enjoy those things with,” he says. His distinct approach to wealth management, developed through years of experience, focuses on three central, finite resources: time, energy, and capital, all of which make up “true wealth.”
Derek is passionate about giving back to the community and proudly dedicates his time to several non-profit organizations in the Guelph area. His growing young family also keeps him busy; he loves spending time with them by the water. Derek is also an avid writer, and is often inspired by music or quotes from authors he admires, which he shares in his morning musings.
“Helping individuals and corporations navigate financial markets has always been a passion of mine,” says Jeff. “I wanted to use my passion for the markets to empower and educate others.” As Investment Advisor at Henderson Family Wealth, Jeff does just that, backed by over a decade of experience in the industry.
After earning a Business Management degree from the University of Western Ontario, he began his career at RBC Capital Markets as an analyst, where he was responsible for managing risk across the institutional equity desk. He then worked with RBC Global Asset Management as District Vice-President providing market advice and investment solutions, such as hedge funds, ETF's, mutual funds, SMA's and segregated funds across the Canadian financial services industry.
In 2021, Jeff brought his wealth of experience in investment management to our team. Our clients benefit from his in-depth knowledge of macroeconomics, risk management, and portfolio management techniques. Today, he provides valuable council and advice for some of the country’s most esteemed families and institutions.
Jeff grew up playing competitive hockey, ending his career with the University of Western Ontario varsity team. Passionate about sports – playing or watching – Jeff still enjoys hockey, soccer, and golf, and is excited to share his love of sports with his growing young family.
“It’s a huge privilege to be part of people’s stories,” says Kathlina. As an Associate at Henderson Family Wealth, Kathlina has the unique opportunity to combine her business background with her passion for people.
With a Bachelor of Commerce degree specializing in marketing from the University of Guelph, Kathlina brings a fresh perspective to our team, enhancing our ability to connect with clients and providing an elevated experience. “I want to be that person that clients can depend on for anything – business or personal,” she says. Leveraging her financial and marketing expertise, Kathlina spearheads business development initiatives and provides critical support for our clients as they navigate, define, and refine their evolving financial goals.
Kathlina grew up playing competitive hockey and her love for the sport has continued to grow as she transitioned into coaching. Leaning into her competitive spirit, she loves being back at the rink, imparting the valuable life skills she learned from the sport to her players. Outside of hockey, Kathlina is a self-proclaimed foodie, avid traveller, and dedicated to personal fitness.
“My parents taught me what hard work and determination look like,” says Naomi, who was raised in Kitchener by parents new to Canada. As an Associate at Henderson Family Wealth, Naomi works hard to deliver the highest possible level of client service, drawing on her extensive customer experience background.
With a bachelor’s degree from the University of Waterloo in Arts and Business with a major in Political Science, Naomi brings a depth of knowledge and passion for learning to our team. As a licensed investment representative, Naomi diligently works alongside our clients to help them achieve their financial goals.
Family is of utmost importance to Naomi. “I love spending time with my niece, nephews, and other family,” she says. She is also an avid reader, a Raptors basketball fan, and loves travelling to new places, and taking long drives through the countryside.
