Vice-President, Client Wealth Management
As a member of the CWM team, Derrick focuses on client relationships, risk management, and business development for both individual families and institutional clients.
Derrick brings a wide variety of prior work experience to the team having most recently worked in the private equity space for both Greybrook Realty and Imperial Capital based in Toronto. Prior to this, Derrick provided financial advisory services to both corporate and private clients at RSM Richter (now part of Ernst & Young).
Contact DetailsEmail firstname.lastname@example.org Telephone (416) 681-6034
DESIGNATIONS & SPECIALTIES
- Chartered Professional Accountant (CPA, CA)
- Chartered Business Valuator (CBV)
- Chartered Investment Manager (CIM®)
- Registered Portfolio Manager
EDUCATION & VOLUNTEERING
- Bachelor of Business Administration (Honours) at Schulich School of Business, York University
- Exempt Market Proficiency Course
- Past Board Director and Finance Committee member at The York School
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