Derek Lewis

"I truly enjoy helping people achieve their goals, but I get the most satisfaction when I work together with my clients to uncover solutions to their challenges, particularly ones they didn’t even know existed. My goal is to have our meetings something clients look forward to, not shy away from.”

As a Certified Financial Planner^® (CFP), Derek takes the time to get to know each of his clients in order to fully understand their unique financial situations and needs. The combination of his expertise, experience and personal approach ensures that his clients are provided with a comprehensive plan to help them reach their goals.

Derek’s experience as a semi-pro hockey player has instilled in him the importance of teamwork and open communication which he has translated into his work as a financial advisor. He does not consider his role to be simply selling a product or providing a quick fix. His goal is to work with his clients over the long-term with their best interests in mind.

Often clients will come to Derek with a specific request, but during the course of their conversation, Derek may uncover other areas of their financial picture that need addressing and then incorporates creative solutions into their overall plan. One of his greatest rewards as an advisor is wowing his clients with this holistic approach.

Learn more about the value of working with a financial advisor.