
Timeline
About me
Investment Advisor / Portfolio Manager at CIBC Wood Gundy
Education

University of toronto
1991 - 1995Bachelor’s degree economics
Experience

Cibc wood gundy
Jan 1997 - nowInvestment advisor / portfolio managerIn conjunction with the resources of the CIBC Group of Companies, the Derek Small Financial Group is recognized as a leader in the provision of professional financial services. Our team serves the needs of affluent individuals, private companies and charities.Your wealth and your aspirations are unique and command a personalized approach. Our commitment is to look beyond the surface and create a true financial portrait that reflects your goals, your values and helps develop your lasting legacy. With an integrated approach that encompasses wealth strategies, disciplined investment management and sound stewardship, you will find customized services and solutions to meet all of your personal, family and business financial needs. Show less
Licenses & Certifications
.webp)
Financial management advisor (fma)
Canadian securities institute (csi)Jan 2005.webp)
The fellow of csi (fcsi)
Canadian securities institute (csi)Jan 2005
Chartered financial analyst (cfa)
Cfa instituteJan 2005
Languages
- enEnglish
Recommendations

Ami yuen
Account Manager at LOGFLOWSHong Kong SAR
Hani akkari
Associate Director- Structures at Egis | UAE Golden Visa HolderUnited Arab Emirates
Marie kientz
Onboarding AdministratorCalgary, Alberta, Canada
Manpreet singh
Full Stack Web DeveloperBarcelona, Catalonia, Spain
Graham shakespeare
Meeting the contractual, regulatory and commercial requirements of Strategic CustomersUnited Kingdom
Shashikiran acharya
Consultant at MicrosoftHyderabad, Telangana, India
Pamela olmstead
Managing editor for The Shadow Agency and GraceHillApache Junction, Arizona, United States
Mina nady
Good at Arab Open University - EgyptEgypt
Nicole duller
Creatief - Commercieel - SociaalThe Randstad, Netherlands
John mcconnell
9-1-1 Operations CoordinatorHopatcong, New Jersey, United States
...