Derek Helt, MBA
As an Investment Advisor with CIBC Wood Gundy, I believe that the only relevant measure of success is helping you achieve the goals that matter most to you. You decide where you want your wealth to take you, and then I’ll design a path to help you get there. With the support and resources of CIBC Private Wealth, along with my personal and professional network, I have obtained a sound understanding and knowledge base specifically pertaining to Medical Professionals. Understanding the importance of specialization, I have tailored my business practice to primarily focus on meeting the ever-changing and complex needs of incorporated professionals and business owners.
My style and belief to wealth management follows a disciplined and forward-thinking approach. Integral to my investing philosophy is the importance of mitigating risk while navigating through today’s evolving and challenging markets. Before I can design and implement a unique and tailored investment strategy, the most important step in my process is obtaining a thorough understanding of your needs, goals and aspirations. Ongoing assessment and review gives you peace of mind knowing that a professional set of eyes is constantly overseeing your hard earned wealth. Being your trusted advisor is a privilege, building our relationship with honesty, transparency and genuine care.
With over a decade of experience in the Investment Management and Financial Services Industry, I take pride in working with my clients across various life stages, adhering to a prudent planning process that includes; Financial & Retirement Planning and Tax & Estate Planning. I graduated from McMaster University with an Honours BA in Economics, and completed my MBA in Finance from McMaster University as well. I’m currently pursuing the recognized Charted Investment Manager (CIM®) designation, as I see great value in continuous education. With the complexity of today’s investment landscape, I am committed to staying abreast in order to provide my clients with unprecedented service and advice.