Derek Cooper
Derek Cooper
Senior Investment Advisor
Working together to help you achieve what truly matters to you
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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.
About Derek
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.
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.
Discovering and planning for what truly matters to you
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.
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.
What We Do
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.
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.
Have You Been Named an Executor?
If you’ve been named executor of a friend or loved one’s estate, you may feel honoured to be entrusted with carrying out their last wishes. You may also feel overwhelmed and unsure of where to begin, or how to carry out your duties. Fortunately, help is available — and the first step is educating yourself about your role as executor. Click the link below to learn more.
Wealth And Wine Event
You’ve worked hard to save over $500,000 for your retirement. Let’s sit down over some fine wine to discuss how my team views the markets and works with clients to help them achieve their goals in life.
Date: Tuesday, October 22nd
Location: Bobbi Pecorino’s Wine Bar 326 King St East
Kingston, Ontario K7L 3B4
RSVP Deadline: October 18th
Date: Tuesday, October 22nd
Location: Bobbi Pecorino’s Wine Bar 326 King St East
Kingston, Ontario K7L 3B4
RSVP Deadline: October 18th