Portfolio Manager
FCSI®
Derek has been working with high-net-worth individuals, families and organizations with a wide range of financial needs since 1997. Derek is committed to providing clients with timely and honest advice, no matter how the markets are doing.
A graduate of St. Andrew’s College and McGill University, Derek is a Portfolio Manager and holds the Chartered Investment Manager (CIM) and Certified Financial Planner (CFP) designations. He is also a Fellow of the Canadian Securities Institute and won the TD Executive Club* award in 2013–2019.
* TD’s Executive Club designation is awarded to Investment Advisors on an annual basis for meeting or exceeding specific financial milestones.
Plaxton Advisory Group is a part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc., which is a subsidiary of The Toronto-Dominion Bank.
Client Service Associate
Client Service Associate
Brenda brings over 21 years’ experience in the financial industry to her role as Client Service Associate with the Plaxton Advisory Group. She prides herself on building lasting relationships with clients and on efficient, pleasant and specialized support for their investment and trading needs.
Brenda holds an Honours BA in Economics and Business from York University, where she graduated magna cum laude and served as Vice President of the Economics and Business Society. Brenda is a Life Insurance Advisor with TD Wealth Insurance Services and holds a certificate in Retirement Strategy.
