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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

Upcoming Events

Join us at any of our upcoming events and seminars to learn more about investment and wealth planning.

TD Wealth Private Banking - Exclusive for Medical Professionals

Time: 04/03/2019 12:15 PM - 12:45 PM
Location:      Maps & Directions
Speaker: Derek Helt , Cindy Bourassa
More Info:  Please join me and Cindy Bourassa, Senior Private Banker at TD Wealth, for an exclusive webinar presentation; discussing the unique advantage to TD Wealth Private Banking and our special offer solely to Medical Practitioners. Topics to be addressed include: access to preferred banking products, preferred lending rates, one-on-one service from an experienced banking specialist, and TD Wealth's overall and comprehensive service offering.   

If interested, please kindly RSVP using the tab below. I look forward to your participation. Thank you!
RSVP for this event

Insurance as an Asset Class - Strategies for your Corporation

Time: 05/01/2019 12:15 PM - 12:45 PM
Location:      Maps & Directions
Speaker: Derek Helt , John Cerio
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Legal & Tax implications to your Legacy - Will & Estate Planning

Time: 06/05/2019 12:15 PM - 12:45 PM
Location:      Maps & Directions
Speaker: Derek Helt , Orlando Consoli
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How to get the most out of your Financial and Retirement Plan - Taxation 101

Time: 07/03/2019 12:15 PM - 12:45 PM
Location:      Maps & Directions
Speaker: Derek Helt , Howard Barnes
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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.

REQUEST AN APPOINTMENT

You have questions, I have answers. Let's have a quick chat.

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.

Next-gen tech that could rock the world and your portfolio

AI, robotics, self-driving cars.  Kim Parlee talks with Vitali Mossounov, technology analyst, TD Asset Management, about these burgeoning tech theme that may change the world and your portfolio. 

Is it even worth my time to submit a $2 billing code?

Two dollars is quite literally pocket change. But if a doctor were to add up all the billings that weren't worth their time or worry, it could represent thousands of dollars in lost revenue. In this special Ask MoneyTalk for health care professionals, Dr. Adam Stewart does the math.

TD Economics

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

Monthly Perspectives - The Final Act

The recent bout of volatility has brought out both the doomsayers and the dreamers. However, neither reality is an accurate portrayal of the current market environment.

Six Ways to Manage Stress and Stay Healthy

Sometimes life throws you for a loop and you have little-to-no control over what happens.

Ask Money Talk - One big family plan

Q: I’ve accumulated enough money to worry how my kids will handle it when I’m gone — how can I prepare them?

Do you know someone who would benefit from my services?