Derek Smith Email & Phone Number
Regional Vice President, Estate Planning @ CI Assante Wealth Management
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Derek Smith Location
- Mississauga, ON, CA
Derek Smith Work
- 2017 - now Regional Vice President, Estate Planning @
- 2010 - 2017 Marketing Consultant, National Accounts @ The Canada Life Assurance Company
- 2005 - 2010 National Account Manager @
- 2001 - 2004 Business Development Manager @
- 1997 - 2000 Account Manager @ Norwich Union Life Insurance Company (Canada)
Derek Smith Education
- Financial Planning Standards Council
QAFP (Financial Planning)
2011 - 2021 - Canadian Institute of Financial Planners
LLQP
2005 - 2021 - Life Insurance Institute of Canada (LOMA)
ACS (Life Insurance - Office Management)
1998 - 2000 - Humber College
Honours Diploma (Law Clerk/Paralegal Services)
1993 - 1995
Derek Smith Skills
- Estate Planning
- Microsoft Office
- Critical Illness
- Term Life Insurance
- Business Analysis
- Business Development
- Health Insurance
- Fixed Annuities
- Long Term Care
- Disability Insurance
- Strategy
- Retirement Planning
- Wealth Management
- Life Insurance
Derek Smith Summary
- Derek Smith, based in Mississauga, ON, CA, is currently a Regional Vice President, Estate Planning at Assante Wealth Management. Derek Smith brings experience from previous roles at The Canada Life Assurance Company, The Empire Life Insurance Company, RBC Insurance and Norwich Union Life Insurance Company (Canada). Derek Smith holds a 2011 - 2021 QAFP in Financial Planning @ Financial Planning Standards Council. With a robust skill set that includes Estate Planning, Microsoft Office, Critical Illness, Term Life Insurance, Business Analysis and more. Derek Smith has 1 emails on RocketReach.
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