Derek Small CFA, FMA, FCSI

Derek small cfa, fma, fcsi

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location of Derek Small CFA, FMA, FCSIBurlington, Ontario, Canada
Phone number of Derek Small CFA, FMA, FCSI+91 xxxx xxxxx
Followers of Derek Small CFA, FMA, FCSI272 followers
  • Timeline

    Current Company
    Jan 1997 - now

    Investment Advisor / Portfolio Manager

    CIBC Wood Gundy
  • About me

    Investment Advisor / Portfolio Manager at CIBC Wood Gundy

  • Education

    • University of toronto

      1991 - 1995
      Bachelor’s degree economics
  • Experience

    • 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

  • Licenses & Certifications

    • Financial management advisor (fma)

      Canadian securities institute (csi)
      Jan 2005
    • The fellow of csi (fcsi)

      Canadian securities institute (csi)
      Jan 2005
    • Chartered financial analyst (cfa)

      Cfa institute
      Jan 2005