Toll Free: +1 (800) 461-6369
Fax: (705) 675-6536
The Black Financial Group
The Black Financial Group is a wealth management advisory team that helps to address the full financial picture for its clients. The Group specializes in all areas of wealth management, including:
- Wealth preservation and management
- Investment and risk reduction
- Estate planning and distribution
- Business and corporate holdings
When the Black Financial Group manages its clients' wealth, the team looks at the whole financial planning framework – one that ranges from personal interests to business concerns. As a result, when clients succeed, so does the team.
Derrick S. Black, (Hon.) B. Comm., Investment Advisor
Derrick has been with CIBC Wood Gundy for 14 years and has graduated with an honours bachelor of commerce degree from Laurentian University, majoring in both financial and portfolio management. He specializes in professional financial planning/asset management, and income generation and efficient risk management.
Merlyn M. A. Black, (Hon.) B. Comm., Vice President, Investment Advisor
Merlyn has been with CIBC Wood Gundy for over 20 years and has graduated with an honours bachelor of commerce degree from Laurentian University, majoring in both financial and investment management. Merlyn's specialties include asset and wealth management, tax strategies and income generation options.
Bruce Wilkins, Estate Planning Specialist
Bruce specializes in providing services in estate preservation, business succession planning, estate-friendly investing, charitable giving and generational planning for the team.