Derek Ballendine

Derek Ballendine

Senior Investment Advisor

Senior Portfolio Manager

Committed to understanding your needs and helping you achieve your vision of success

Phone

Office

(403) 299-8607

Office Location

Suite 900 421 7th Ave SW Calgary, AB T2P 4K9. map

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 will work together to help you manage, grow, and protect your wealth. Our tailored services are designed to help meet your unique goals and priorities - no matter how complex they are.

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

Your goals are our priority so when you work with us, you have access to experienced professionals across all our products and services. Whether you need answers about wealth strategies, retirement planning or transfer of wealth, we're here to help.

What We Do

What to expect when working with us

Initial Discovery

Our in-depth discovery process focuses on understanding your priorities and goals in order to better support them.

Seamless Onboarding

We will help you transfer funds and structure your investment portfolio through step-by-step onboarding.

Proactive Reviews

Get curated insights, timely updates, and regular reviews of progress towards your goals and adjust as your needs evolve.

Polly – Moving forward with the right financial plan

Empowering Polly to achieve financial success

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

Putting finances into perspective

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

Our solutions can help people meet their unique needs and make them feel more confident in their financial future.

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.

Trending Articles

Stay informed and enhance your investment knowledge with our curated articles on the latest news, strategies and insights.

Article

Estate planning basics

An estate plan can help ensure your wishes are fulfilled if you become incapacitated and when you pass away. Here’s what you should know about building one.

Article

Buying a home on your own: Ideas for a challenging market

Despite ongoing affordability issues, almost half of first-time homebuyers say they want to apply for a mortgage on their own. If you're one of them, here are a few ideas to help you get started.

Article

Mark Carney leads Liberals to victory: Now what?

Mark Carney and his Liberal Party have won a fourth term in Canada’s federal election. The new Carney-led government will take the helm amid ongoing political and economic uncertainty. MoneyTalks’ Kim Parlee speaks with Frank McKenna, Deputy Chair, Wholesale Banking at TD Bank Group and Beata Caranci, Chief Economist with TD, about the election results, relations with the U.S., and the road ahead for Canada’s economy.