Derek Ballendine
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Derek has over 28 years of experience as an investment advisor guiding clients through diverse investment markets. He takes a holistic approach to wealth management – helping clients align their financial goals with their personal values and life aspirations. Derek believes that strong, lasting relationships are built on trust, attentive listening, and a deep understanding of each client's unique circumstances.
Derek's investment management style will always be based on prudence and a respect for risk. Whether guiding individuals toward a productive retirement or helping businesses craft forward thinking strategies, he brings a disciplined process that focuses on a caring, hands-on-approach ensuring every recommendation is thoughtful and aligned with your long-term success.
As a Portfolio Manager, Derek holds an MBA majoring in finance and the Chartered Investment Manager (CIM®) designation. As a result, he can offer both discretionary portfolio management along with traditional brokerage models to his clients. Through the TD network of specialists, Derek provides his clients access to a full suite of wealth products such as financial planning, life insurance, will and estate planning, banking, and credit services.
Derek and his wife Bella have one son, Daniel. In his leisure time, Derek loves travelling with his family, golfing, and researching on investments. He also values spending quality time with his friends.

Your Goals, Our Priorities
We'll help you identify your priorities and create a plan to address your specific needs. We can help with:
- Protecting your assets
- Maximizing your charitable giving
- Finding tax strategies and solutions
- Arranging your estate and trust planning
Our Services
Investment Planning
Transfer of Wealth
Will and Estate Planning
Retirement Planning
Polly – Moving forward with the right financial plan
When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future.
Nick & Justina – Business owners teaming up with TD Wealth
As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.
Tailored Solutions
Your unique goals
You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.
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