Derrick Anderson

Derrick Anderson Email and Phone Number

Senior Financial Planner @ Wellington-Altus
Saskatoon, SK, CA
Derrick Anderson's Location
Saskatoon, Saskatchewan, Canada, Canada
Derrick Anderson's Contact Details

Derrick Anderson work email

Derrick Anderson personal email

n/a
About Derrick Anderson

As a Certified Financial Planner with Wellington-Altus Private Wealth, I am highly dedicated to my clients and passionate about helping them reach their financial goals. By building long-term relationships with my clients, I have helped create and implement comprehensive financial plans that focus on retirement lifestyle, tax efficiency, and estate preservation. I began my career as a Financial Advisor in 1998, and for the last 10 years I had been a top performing Financial Planner with RBC. I obtained my Certified Financial Planner designation through the Financial Planning Standards Council in 2001, and my Personal Financial Planner and Financial Management Advisor designations through the Canadian Securities Institute. I am married to Jennifer and have two boys, Connor and Keagan. In my spare time, I am very involved their activities and can usually be found behind the bench or on the sidelines cheering them on.

Derrick Anderson's Current Company Details
Wellington-Altus

Wellington-Altus

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Senior Financial Planner
Saskatoon, SK, CA
Derrick Anderson Work Experience Details
  • Wellington-Altus
    Senior Financial Planner
    Wellington-Altus
    Saskatoon, Sk, Ca
  • Wellington-Altus
    Senior Financial Planner
    Wellington-Altus Jan 2018 - Present
    Saskatoon, Saskatchewan, Canada
    ABOUT WELLINGTON-ALTUS PRIVATE WEALTHFounded on April 15, 2017, with offices across Canada, Wellington-Altus Private Wealth Inc. (WAPW) is one of the fastest growing investment & holistic wealth advice companies in Canada. With over $30 billion in assets under administration, WAPW identifies with larger, independently focused investment advisors in Canada.www.wellington-altus.ca
  • Rbc
    Financial Planner
    Rbc Jan 2008 - Jan 2018
  • Cibc
    Financial Advisor
    Cibc May 1998 - Jan 2008
  • Future Shop
    Sales / Customer Service Manager
    Future Shop Sep 1994 - Apr 1998
    Saskatoon, Saskatchewan
    Held various roles in Computer and Telecommunication sales, moving to Customer Service Manager.
  • Valley Regional Park Golf Course
    Pro Shop
    Valley Regional Park Golf Course Jun 1989 - Sep 1994
    Rosthern, Saskatchewan

Derrick Anderson Skills

Financial Advisory Certified Financial Planner Personal Financial Planning Account Management Long Term Customer Relationships Trusted Advisor Investment Strategies Wealth Management Investment Advisory Investments Mutual Funds Financial Planning Retirement Planning

Derrick Anderson Education Details

Frequently Asked Questions about Derrick Anderson

What company does Derrick Anderson work for?

Derrick Anderson works for Wellington-Altus

What is Derrick Anderson's role at the current company?

Derrick Anderson's current role is Senior Financial Planner.

What is Derrick Anderson's email address?

Derrick Anderson's email address is de****@****rbc.com

What schools did Derrick Anderson attend?

Derrick Anderson attended University Of Saskatchewan, Rosthern High School.

What skills is Derrick Anderson known for?

Derrick Anderson has skills like Financial Advisory, Certified Financial Planner, Personal Financial Planning, Account Management, Long Term Customer Relationships, Trusted Advisor, Investment Strategies, Wealth Management, Investment Advisory, Investments, Mutual Funds, Financial Planning.

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