Derek, a Certified Financial Planner (CFP) since 2006, has been dedicated to helping individuals and families achieve their financial goals since 1997. Specializing in retirement planning, investment strategies, estate planning, and tax optimization. Derek creates personalized financial plans tailored to each client’s unique needs.

As a member of Advocis, IFB, and FP Canada he works as an independent financial broker. Derek’s approach is centered on transparency, trust, and developing long term client relationships. He simplifies complex financial concepts, empowering clients to make informed decisions that lead to long-term financial success.

Outside of his professional life, Derek is a proud father of two children and a devoted husband. His family-oriented values further fuel his commitment to helping others build a secure financial future.  He also enjoys a round of golf every once in a while, following sports and has a passion for good food.