Derrick Lahey, FCSI, MBA

Vice-President & Portfolio Manager

905-469-7090 | Email me
905-469-7005
1-800-567-5615

Derrick graduated from Dalhousie University with a Bachelor of Science in 1987 and then went on to earn his Masters in Business Administration majoring in Finance from McGill in 1990. After completing his M.B.A., Derrick joined a Fortune 100 pharmaceutical company and worked for over 5 years in Sales, Marketing and Corporate Affairs. In 1996, Derrick began his career in the investment industry by joining RBC Dominion Securities Inc. as an Investment Advisor. Derrick moved to the Oakville branch in June of 2003 after spending the first 7 years on the 39th floor of Royal Bank Plaza in downtown Toronto. In 2009, he received the firm’s prestigious designation of Vice-President, recognizing his long standing success and commitment to his clients. Derrick is also a member of the RBC Dominion Securities Executive Council for the last 10 years, which recognizes the top Investment Advisors in the firm.

Derrick believes in continuous professional development. Since beginning his career at RBC Dominion Securities, he has earned his Professional Financial Planning (PFP), Canadian Investment Manager (CIM) and Fellow of the Canadian Securities Institute (FCSI) designations.

Since 2012, Derrick has been an accredited Portfolio Manager, offering discretionary management services (Private Investment Management, PIM), which allows clients to entrust their portfolio investment decisions to Derrick. Only a select group of highly qualified advisors are able to offer discretionary management services that conform to the highest standards of ethics and professionalism.

Derrick has appeared live on national television with CTV NewsNet as a guest market commentator on several occasions. Derrick is also a past board member of The Willow Foundation, a charity devoted to the life enrichment of retirement home residents in the Halton region.

Derrick lives in the Joshua Creek area of Oakville with his wife Anne, an elementary school teacher, and their 2 teenage sons.

Andrew Vuk, CFA, CIM

Associate Advisor

905-469-7104 | Email me

Andrew joined Derrick's team as an Associate Advisor in 2017. He comes with a wealth of both work experience and formal education. Andrew spent 6 years in progressively senior roles at TD Bank providing financial and investment advice. Along the way, he completed his Masters of Finance at Queen’s University Smith School of Business. He has also earned the Chartered Financial Analyst (CFA) and Chartered Investment Manager (CIM) designations. Andrew is an integral part of Derrick's Private Investment Management (PIM) program, providing investment analysis, trade execution and ongoing client reviews.

Andrew is an avid golfer and hockey fan. He lives in Burlington with his wife Kathryn.

Helen Tung

Associate

905-469-7092 | Email me

Helen is a graduate from the University of Toronto majoring in Economics. She has completed the Professional Financial Planners Course and continues her path in professional development. Helen joined Dominion Securities in 2007, and brings her experience working in downtown Toronto for a wealth management boutique which specializes in providing financial planning services to corporate high net worth clients. Her prior experiences also include insurance and retail banking. Fulfilling a support role, Helen is licensed to trade and assists in the administration of client accounts. Helen has been part of Derrick's team for over 10 years.

Helen lives in Mississauga with her husband and their two children.

 

Our Royal Bank Partners:

 

Rebecca Henri, CFP, TEP

Financial Planning Specialist

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Susan Macdonald, STI, MTI, TEP

Senior Trust Advisor (Estate & Trust Services)

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Stoja Milivojevic

Financial Advisor, Royal Bank of Canada (Banking)

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Catherine Nicholls, LL.B, TEP

Will & Estate Consultant

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Thomas Seah, CLU

Estate Planning Specialist (Insurance)

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