Derek Small CFA, FMA, FCSI

Experience

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  CIBC Wood Gundy

  Jan 1997 - now

  Investment Advisor / Portfolio Manager

  In 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