Derek Irwin-LewisCFP®, CIM, FCSI

Wealth Advisor

Derek began in the industry in 1995 and has spent the last 25 years overseeing the full financial affairs for a select group of individuals, families and businesses across the GTA.  Derek holds his designations as a Certified Financial Planner (CFP), Chartered Investment Manager (CIM) and Fellow of the Canadian Securities Institute (FCSI).

Derek has been entrusted by his client families to:

  • Develop and implement a comprehensive wealth management plan.
  • Make intelligent financial decisions in today’s uncertain political, economic and social environment.
  • Minimize tax burdens, ensure all assets are protected and help clients take care of their heirs.

Derek lives in Oakville with his wife Shannon.  Despite being a busy family of 5, Derek continues to enjoy cycling, swimming and coaching his kids in their athletic endeavours.

 

Insurance products available through Derek Irwin-Lewis.