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Derek Helt

Investment Advisor

  • MBA
  • B. Econ (Hons)

Wealth management that evolves as your needs, priorities and circumstances change over time

As an Investment Advisor with TD Wealth Private Investment Advice, I believe that the only relevant measure of success is helping you achieve the goals that matter most to you. You decide where you want your wealth to take you, and then I’ll design a path to help you get there. With the support and resources of TD Bank Group, along with my personal and professional network, I have obtained a sound understanding and knowledge base specifically pertaining to Medical Professionals. Understanding the importance of specialization, I have tailored my business practice to primarily focus on meeting the ever-changing and complex needs of professional clients.

My style and belief to wealth management follows a disciplined and forward-thinking approach. Integral to my investing philosophy is the importance of mitigating risk while navigating through today’s evolving and challenging markets. In my experienced opinion, providing downside protection is the cornerstone that supports the growth of capital by means of compounding returns over time. I like to call this: “winning by not losing.” Before I can design and implement a unique and tailored investment strategy, the most important step in my process is obtaining a thorough understanding of your needs, goals and aspirations. Through ongoing assessment and review, my goal is to provide you with peace of mind knowing that a professional set of eyes is overseeing your hard earned wealth. Being your trusted advisor is a privilege, building our relationship with honesty, transparency and genuine care.

Prior to joining TD Wealth Private Investment Advice, I worked for TD Asset Management in a role providing investment recommendations and support to Investment Advisors across various financial institutions. I graduated from McMaster University with an Honours BA in Economics, and recently completed my MBA in Finance from McMaster University as well. I’m currently pursuing the recognized Chartered Investment Manager (CIM®) designation, as I see great value in continuous education. With the complexity of today’s investment landscape, I am committed to staying abreast in order to strive to provide my clients with unprecedented service and advice.

ADDITIONAL CONTACT

Branch Office: (905) 528-4220
Branch Fax: (905) 528-6897

We're redefining private wealth management.

At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you.  You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers.  It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.

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Market Commentary

Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.

Investing in pandemic-driven tech trends that are here to stay

The pandemic has brought a surge in certain technology trends. With vaccines now in sight, which pandemic-driven tech trends may have staying power? And how can investors continue to ride the wave? Kim Parlee speaks with Vitali Mossounov, Global Technology Analyst at TD Asset Management.

How might U.S. tax changes impact Canadians?

President-elect Joe Biden campaigned on a tax policy platform that would raise tax rates on wealthier Americans. Chris Gandhu, a High Net Worth Planner with TD Wealth, talks to Kim Parlee about what changes may be in store and how Canadians with assets in the U.S. can prepare for them

TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

Monthly Perspectives | What Now?

What ever happened to certainty? Since February when COVID-19 became a global concern, we’ve experienced unimagined extremes many of which are beyond the confines of this monthly financial market update.

The Soul of the Fed

What’s that sound? That would be the collective sigh of relief emanating from C-suites across the U.S. and around the world yesterday, as executives (and their employees) register the good news that the Fed has delivered.

MoneyTalk - Questions investors are asking amid the COVID-19 pandemic

Anthony Okolie recaps the biggest news of the day including the latest COVID-19 developments, followed by a conversation between Kim Parlee and Brad Simpson, Chief Wealth Strategist, TD Wealth, about the recession, recovery, and finding a bottom for the market.  

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