Derek focuses on understanding individual client needs and constructing portfolio strategies to ensure capital preservation through suitable investment options.
With more than 25 years of experience serving individual and family investment needs, Derek understands the importance of relationships based on mutual trust. He takes a broad-based approach to wealth preservation which incorporates creative out-of-the-box thinking and a focus on absolute returns.
Derek holds his Chartered Investment Manager designation (CIM®) and is a senior vice president at Raymond James. He joined MacDougall, MacDougall & MacTier (3Macs) in 1994; it became a division of Raymond James Ltd. in October 2016. In recognition of the increasing complexities of wealth management, Derek’s team has grown to provide an extensive service offering with a specific focus on aging.
In his free time, Derek enjoys time at his Georgian Bay cottage, boating and mountain biking. He has also achieved his Shodan (1st) degree black belt in karate.