Our mission

Derek and his team specialize in working with people in retirement – in fact, the average age of Derek’s clients is 74. Providing unbiased advice that meet his clients’ needs are of utmost importance.

Financial advice

Derek and his team work with clients to define their goals and establish a strategy to deal with taxation, investments, estate planning and income requirements. This often includes working with a client’s accountant or lawyer to ensure a flawless plan is in place. Above all, he emphasizes the importance of maintaining a conservative asset mix.

Why choose Derek

  • Clients are fully engaged in the process
  • Plain English explanation of your customized plan
  • A team of experts with over 100 years of combined experience
  • Emphasis on maintaining a conservative asset mix
  • Transparency of fees – clients always know what they are paying

Upcoming events

Couple on dock

Seven Deadly Sins in Estate Planning

June 5 @ 10:00 am - 11:00 am

Recent articles

Why I rebalance portfolios for clients

Meeting with my clients on a regular basis helps me not only stay in touch but also provides opportunities to make regular adjustments to [...]

Don’t let your emotions get the best of your investments

Investing can be emotional. Even seasoned investors may act impulsively in the face of turbulent markets, after reading incendiary headlines, or in pursuit [...]

What happens to my RRSP when I pass away

For most of us, RRSPs are one of our single largest assets. What happens to these on death is worth paying careful attention to. [...]