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.