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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.

Rate shock rocks stocks: Why markets fear rising rates

Yields on U.S. Treasuries have been rising recently, triggering a sharp selloff in equity markets. Anthony Okolie speaks with Scott Colbourne, Managing Director, TD Asset Management, about what the latest volatility means for your investment portfolio.

Ask MoneyTalk: What happens if I make an early withdrawal from my RRSP?

Making regular contributions to a Registered Retirement Savings Plan can be a great way to build your net worth. But what if you're facing a cash shortfall: Is a withdrawal a viable option? Kim Parlee walks us through some of the hidden costs of early RRSP withdrawals.

TD Economics

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

Monthly Perspectives | 2020, We Hardly Knew Ye

Investors, eager for the spell of 2020 to be lifted, are now turning to a collection of annual outlooks to get a sense of when that's going to happen. Meanwhile, in our little corner of the world, we do our best here to discourage overreliance on such forecasts and instead focus on what we know for sure: how to make decisions when uncertain things occur.

Choose to challenge how financial institutions relate to women

Studies say that women will soon hold the bulk of personal wealth in Canada, but also that they are dissatisfied with how the financial services industry treats them. Kim Parlee talks with Ingrid Macintosh, Executive Sponsor, TD Women and Wealth, about what needs to be done and how TD Bank is meeting the challenge.

The 2021 Money Makeover

Many of us will look back on 2020 as a year of great hardship and we may all be eager to turn the calendar and hope for brighter news for the world in 2021. If your finances took a hit or you want a new start for your money, here are 10 things to consider.

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