Overview
Derrick is a Wealth Advisor and Registered Portfolio Manager at Nicola Wealth in Toronto, where he serves high-net-worth clients by offering invaluable financial guidance, managing risks, and fostering meaningful relationships.
Prior to joining the firm, Derrick worked at another high-net-worth client focused wealth management firm and prior to that spent significant time in private equity at two reputable firms in Toronto. His broad background in accounting, tax, both public and private investment markets, has equipped him with a unique perspective on wealth management, allowing him to offer clients a comprehensive understanding of the financial landscape.
His previous experience includes offering financial advisory services to corporate and private clients at RSM Richter, now part of Ernst & Young. Derrick holds the Chartered Professional Accountant (CPA, CA), Chartered Investment Manager (CIM®) designations. He earned his Bachelor of Business Administration (Honours) from the Schulich School of Business at York University.
Derrick has contributed to his community as a board director and finance committee member at The York School, supporting its financial well-being and strategic direction.
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