Derek Irwin-Lewis, CFP®, CIM, FCSIAssociate Portfolio Manger
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.