Derek strives to build lasting relationships with his clients by delivering trusted advice, quality service and investment guidance tailored to their specific lives. His objective is to help his clients define and pursue their goals, protect their achievements and continue to work toward their visions of financial well-being. His clients can be confident they have been heard and will be treated in a professional manner. Derek also takes the time to thoroughly communicate with his clients so they can be comfortable and knowledgeable about their financial plan and their decisions.
Derek serves professionals, small business owners and retirees with a variety of style preferences, risk tolerances and time horizons. He also provides guidance to public, private and mutual companies and societies. Further, he is a capable collaborator with his clients’ other professional service providers including attorneys and accountants, helping to align each facet of his clients’ lives with their financial strategies – from running a business to managing an estate.
For more than 30 years, Derek has been guiding individuals, businesses and families toward their goals, serving a select clientele in Vancouver, the Fraser Valley and other Western Canada communities. As a second-generation investment professional and advisor, he fully understands how sound investment planning can help businesses and individuals reach their goals.
He is a graduate of the University of British Columbia where he earned a Bachelor of Commerce in Urban Land Economics. He was born in the Kootenay region of British Columbia and currently lives in North Vancouver with his wife, Barbara.
In his other pursuits, Derek is active in providing educational bursaries to nursing students and scholarships for student-athletes. In his free time, he enjoys golfing, traveling and hiking.