Derrick E. Heuchan, B.Com, CMA, FMA, CIM, CFP®Certified Financial Planner
Derrick has worked continuously in the financial services industry since 1994. He has been advising clients with Investment Planning Counsel and a predecessor firm since 1999, and previously acted as Manager of Fund Accounting at BPI Financial Corporation.
Derrick will help you to develop financial solutions that reflect your individual needs and preferences. A financial planning approach is used to examine your current situation and goals, and then to develop a roadmap to facilitate progress towards your goals.
Derrick recognizes that personal integrity underlies a successful relationship with his clients, and believes that his success is achieved when you reach your goals.
Derrick is committed to ongoing education in order best to help clients with increasingly complex financial decisions.
Derrick lives in Etobicoke with his wife and four children.
Bachelor of Commerce degree (McMaster University)
Certified Management Accountant (Certified Management Accountants of Ontario)
Financial Management Advisor (Canadian Securities Institute)
Certified Investment Manager (Canadian Securities Institute)
Certified Financial Planner® (Financial Planners Standards Council)
Fellow of the Canadian Securities Institute (Canadian Securities Institute)
Insurance products available through Derrick E. Heuchan.