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Senior Investment Advisor
Working together to help you achieve what truly matters to you
27 Princess Street Suite 202 Kingston, ON K7L 1A3Map
Derek and his team specialize in working with people in retirement – in fact, the average age of Derek’s clients is 74. Providing unbiased advice that meet his clients’ needs are of utmost importance to Derek. His expertise – providing honest investment advice with the aim of earning clients’ trust is Derek’s goal. How does Derek do this? He makes a point of listening carefully to what clients say, proposing solutions, reaching an agreement on a plan of action and doing exactly what he says he will do.
We offer wealth and investment management solutions to a select group of personal and institutional clients.
Our team and TD specialists have extensive experience working with high-net-worth and ultra-high-net-worth Canadian families and understand their distinct needs – but one size doesn’t fit all. Our team specializes in working with clients who understand the value of tailored service and advice.
Through a highly integrated and comprehensive wealth management approach, we work to address your primary focus areas:
We start by engaging in a balanced discovery conversation. This process harnesses the cutting-edge field of behavioural finance, so that we can better understand your Wealth Personality; what influences your wealth decisions and what matters most to you.
We engage in a unique and collaborative consultation to fully understand your financial needs, priorities and goals. Family, business and experience are all considered. With a deep understanding of your priorities, we can connect you with a core team of TD specialists with expertise in everything from investment, estate and trust planning and philanthropy, to business succession and tax planning.
A graduate of the Queen’s University School of Business in 1994, Derek holds his investment and wealth management certifications, and is licensed to trade options and futures. He enjoys advising individuals and corporations with the management of their portfolios and provides wealth and estate planning strategies. Derek is dedicated to providing clients financial confidence by providing extensive investment and financial advice. Derek is also a Life Insurance Advisor with TD Wealth Insurance Services.
Branch Office: (613) 544-4226
Branch Fax: (613) 544-4398
Investment Strategies
An investment strategy is an ongoing process that helps to keep the mix of assets in your portfolio aligned with your goals.
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