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.
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
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 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.