Meet The Team
Senior Investment Advisor
Senior Investment Advisor
Residing in Calgary since 1980 Derek graduated from the University of Calgary with a Bachelor of Arts designation. He has since gone on to obtain his CIM® designation from the Canadian Securities Institute and become a Senior Investment Advisor here at TD Wealth Private Investment Advice.
With over 20 years of experience in the financial industry, Derek's focus has been on helping individuals and families reach their independent financial and life goals.
Derek, with his wife Lisa and two children Matthew and Brooklyn enjoy camping, hiking and cross country skiing.
Associate Investment Advisor
BMgt
Michael was born in Drumheller, Alberta and moved to Calgary in 2003 where he attended Holy Trinity Academy up until his graduation in June, 2013. Following high school, Michael went to UBC Okanagan where he achieved his bachelor's degree in Management(BMgt). His interest in finance then led him to pursue a Chartered Financial Analyst (CFA) designation. In March of 2020 Michael joined Derek's team where he continues to take on a greater role in Derek's practice. He is currently a level two candidate in the CFA program, and hopes to complete all the courses required for the certification in the next few years. Outside of the office Michael enjoys spending most of his time outdoors, regardless of the season. In the winter he enjoys snowmobiling and skiing, and in the summer he enjoys playing golf, fishing, hunting and surfing.
Additional TD Specialists
.jpg)
Will and Estate Planner
Will and Estate Planner
The Will and Estate Planner of the Wealth Advisory Services team applies expertise in estate, trust and tax planning to assist you in developing an estate plan that reflects your personal choices for the future, and the legacy you will leave behind. To help manage your responsibilities, we can work with other TD specialists and external subject matter experts to help identify issues and properly structure your estate in a tax effective manner.
