Mr. Derek Henderson

As portfolio manager and family enterprise advisor, Derek empowers his clients to create resilient, intergenerational wealth. With a deep understanding of the interconnected relationship between family and business, he works closely with clients to develop governance structures and to determine shared values for multigenerational planning. Like his clients, Derek remains committed to enhancing his knowledge through education. He obtained his Bachelor of Business Administration, with a focus on international business and economics, from Bishop’s University and has since become a Certified Investment Manager (CIM), Family Enterprise Advisor (FEA), and a Certified Exit Planning Advisor (CEPA).