Committed to helping you achieve your goals
The markets, like the weather, are constantly shifting. With that in mind, Derek Michnik, Senior Investment & Wealth Advisor and Certified Financial Planner (CFP), helps his clients build and protect their wealth with tailored financial plans, a disciplined investment approach, and down-to-earth solutions for complex needs.
His clients include hard-working, high-net-worth individuals, entrepreneurs, business owners, farmers, and agribusiness professionals in the Central Alberta area, including Red Deer, Drumheller, and Rocky Mountain House. By building meaningful relationships with clients and providing a full range of services, Derek helps them create an ideal financial future for themselves, their families, and future generations.
What you can expect from Derek
- A detailed financial plan to project retirement, estate, succession, and risk issues, along with ongoing support and monitoring of progress.
- A detailed investment policy statement tailored to suit you.
- An in-depth investment plan with quality advice on investments and portfolio management.
- A well-defined Service Plan to ensure consistent and reliable contact.
- Independent research from RBC Capital Markets, Veritas, S & P, Bear Sterns, and Value Line.
- Resources of the largest Investment firm in Canada, including Estate, Trust, Insurance, and Financial Planning professionals.
- Someone who cares about you and is committed to helping you succeed in meeting your goals.
Derek's Specialties
Backed by the vast resources of RBC, Derek's wealth management approach is fully comprehensive to provide a sophisticated client experience that goes beyond investment returns. Derek's specialties include: Retirement Planning, Estate Preservation, Succession Planning, RRSP and Flow-through Shares, Tax and Insurance Planning, Portfolio Management (including stocks, bonds, mutual funds), preferred shares, GICs, segregated funds, 3rd party managed money, life insurance, and any new issues that arise.
