Since 1999, I have been providing financial advice to business owners, professionals and retirees living primarily in Perth, Smiths Falls, Westport and the surrounding area. My experience as a business owner, a CERTIFIED FINANCIAL PLANNER® professional and in various management roles at BMO Financial Group give me a unique perspective on the challenges that investors have faced over time, and those they face today. I will provide you with personalized financial advice that will help you achieve your goals and objectives.
Concentrating on the financial and investment needs of affluent individuals and small businesses, Derrick helps his clients develop strategies to manage their personal and corporate finances. As an experienced Investment Advisor, Derrick develops an exact understanding of his clients’ financial goals and objectives to provide comprehensive financial management with a focus on tax and estate planning. “My clients have the confidence and peace of mind that comes from knowing their financial future is being guided by an experienced professional. I take the time to learn and understand what is important to you, and to personalize your asset mix and financial plan to best suit your individual situation. Once I truly understand your needs, goals and objectives, I am able to provide complete service and advice, which makes the management of your life simpler, more rewarding and less stressful.”