I am a former Banking Executive who now acts in service of serious long-term Investors.
Prior to becoming a Financial Advisor with Edward Jones, I enjoyed an accomplished career at one of Canada’s largest banks. I have depth of experience in advisory, corporate and executive level positions in the Canadian financial industry.
In addition to serving my Clients, I strongly believe in being of service to the community. Presently I am a Board Member and Treasurer for Youth Haven Barrie, Simcoe County's only homeless shelter for Youth. I am also a member and incoming Board Member for The Rotary Club of Barrie, a philanthropic group of individuals who volunteer their time and expertise in support of local and international philanthropic initiatives.
Previously I served as a Regional Executive Lead for the Children's Miracle Network and Friends of the Environment campaigns. I was also the LGBTQ and Diversity Executive City Sponsor while leading a retail bank branch network in Western Canada. While serving the Children's Miracle Network I was honored to be recognized by the Stollery Children's Hospital with the National Philanthropy Day Award. I have also been the proud recipient of the Principles in Practice award from TD Bank.
My practice is relationship based, and focused on serving high net worth families and or young professionals. I ask all potential new clients to go through a series of discovery meetings to ensure we agree we make a "good fit". My practice is still growing, but I do have a limit to the total number of clients I will serve, this is to ensure the level of service my existing clients receive is never compromised.
Although the type of investment and or insurance solution I recommend is guided by the needs and goals of my clients, most of the investment portfolios I manage are stock based. In the majority of cases this allows for increased control, and reduced costs relative to the most commonly used alternatives.
- Wealth Strategies
- Retirement Income Strategies
- Business Owner Considerations
Phone NumberJonathan Derrick at (705) 812-1678
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