Derek Lacroix


CFP®

Investment Fund Advisor


Derek has established himself as the trusted family advisor amongst his clients. He builds relationships with his clients to understand their unique situation and explores the life goals and financial aspirations they want to achieve. He is skilled at identifying and implementing financial strategies that add value to multiple financial aspects of his client’s lives.

Derek partners with his clients to uncover problems they may not realize they are facing and although the strategies he helps implement can be complex, he presents them in a way his clients can easily understand.

Education

  • Bachelor of Business in Entrepreneurial Leadership (BBA), KPU
  • Certified Financial Planner (CFP)
  • Life Insurance Licensed
  • Accident and Sickness Insurance Licensed
  • Canadian Securities Course (CSC) and Conduct and Practices Handbook (CPH)
  • Working towards his CIM designation

Experience

A Certified Financial Planner with 12 years of experience, Derek has extensive knowledge and planning strategies related to self-employed, incorporated professionals, and families preparing for retirement. He is licensed to provide life, as well as accident and sickness insurance for his clients to help them minimize financial risk as it relates to their finances.

Personal Profile

Derek has lived in the Lower Mainland his entire life. He currently resides in Cloverdale with his wife, Pam and their two young children Luc and Mataya. Derek’s personal interests include hockey, squash, golf and camping with his family.

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