Derek Smith Email

Senior PlanRight Advisor, Manulife Financial @ Manulife

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Derek Smith Location

Oakville, ON, CA

Derek Smith Work

2013 - now Senior PlanRight Advisor, Manulife Financial @ Manulife
2007 - now Investment Advisor, Manulife Securities Incorporated @ Manulife
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Derek Smith Education

Canadian Securities Institute
Financial Planning and Services
2004 - 2019
Brock University
Bachelor of Business Economics (Hons) (Financial Economics)

Derek Smith Skills

Portfolio Management
Investments
Financial Planning

Risk Management
Financial Analysis
Mutual Funds
Life Insurance
Wealth Management
Retirement Planning
Retirement Solutions

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Derek Smith Summary

Derek Smith, based in Oakville, ON, CA, is currently a Senior PlanRight Advisor, Manulife Financial at Manulife. Derek Smith brings experience from previous roles at Manulife. Derek Smith holds a 2004 - 2019 Financial Planning and Services @ Canadian Securities Institute. With a robust skill set that includes Portfolio Management, Investments, Financial Planning, Risk Management, Financial Analysis and more.

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