B.Comm., CA, CFP, CIMmore
Toll Free: +1 (800) 563-0800
Fax: (709) 754-5469
Mobile: (709) 697-0423
Derek received his Bachelor of Commerce degree from Memorial University and went on to become a Chartered Accountant. Prior to joining CIBC Wood Gundy, he held a variety of positions with public companies including president and CEO, and CFO. This experience, combined with his experience as an Investment Advisor make him a well-rounded individual, able to provide appropriate investment and financial planning advice to a diverse group of clients.
Derek views investing decisions as a key component of an individual's life and legacy. He prefers an initial face-to-face meeting with all potential clients to determine their financial and lifestyle goals. Following this information gathering session Derek will prepare a written report addressing the client's financial, lifestyle and estate planning considerations as well as the client's risk profile.
With this overview in place, specific investment decisions are then made which are directed at meeting the client's agreed upon objectives and goals.