Contact Us

Why Choose Us

  • Personal approach to your finances
  • Over 19 years of industry experience
  • Friendly & knowledgeable service

What Client’s Say

We have know Derek for over 16 years now and we could not be happier with the Financial Services he has provided for us. When we started as clients, we were very inexperienced in regards to Financial Planning and investing our money. From our first meeting it was apparent that Derek was extremely knowledgeable in the Financial world and was focused on making us happy. He is very trustworthy and professional in all aspects of his work. When coming in for a meeting, regardless of the reason, Derek has always made us feel comfortable and at ease.
Christine & Matt
I have been working with Derek for only a few months now. The ideas and concepts that he has introduced, along with the strategic planning have accomplished more in this short time than over the many years with my previous adviser.
Mr. Renaud

Mutual Funds provided by Equity Associates Inc.