Address30 Gore Street
Perth, ON K7H1H5
My BackgroundConcentrating 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."
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Bank of Montreal, BMO Private Investment Counsel Inc. and BMO Trust Company are not Members of the Canadian Investor Protection Fund.