Derek Smith Email & Phone Number

Derek Smith Email & Phone Number

Regional Vice President, Estate Planning @ CI Assante Wealth Management

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Derek Smith's Location

Mississauga, ON, CA

Derek Smith's Work

  • Business Development Manager @ RBC Insurance
  • Account Manager @ Norwich Union Life Insurance Company (Canada)

Derek Smith's 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's Skills

  • Estate Planning
  • Microsoft Office
  • Critical Illness
  • Term Life Insurance
  • Business Analysis
  • Business Development
  • Health Insurance
  • Fixed Annuities
  • Long Term Care
  • Disability Insurance

Derek Smith's Summary

Derek Smith, based in Mississauga, ON, CA, is currently a Regional Vice President, Estate Planning at Assante Wealth Management, bringing 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 contributes valuable insights to the industry. Derek Smith has 2 emails on RocketReach.
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