Derek Smith Location
Mississauga, ON, CA
Derek Smith Work
- @ Self-employed
- 2026 - now Strategic Wealth and Risk Management Professional
- 2017 - 2026 Regional Vice President, Estate Planning @ CI Assante Wealth Management
- 2010 - 2017 Marketing Consultant, National Accounts @ The Canada Life Assurance Company
- 2005 - 2010 National Account Manager @ Empire Financial
- 2001 - 2004 Business Development Manager @ RBC Insurance
- 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
Derek Smith Summary
Derek Smith brings experience from previous roles at Self-employed, Assante Wealth Management, The Canada Life Assurance Company and The Empire Life Insurance Company. 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.
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Derek Smith
President and CEO at AILCO EQUIPMENT FINANCE GROUP INC
Milwaukee, WI, US55+
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