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