Derek Henderson
Senior Portfolio Manager
CFA
Working together to help you achieve what truly matters to you
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As a Senior Portfolio Manager with TD Wealth Private Investment Counsel I am focused on understanding the full scope of my client wealth needs and tailoring advice to each individual.
I am licensed in Ontario, BC, Saskatchewan, Quebec, and PEI and I hold a Bachelor of Arts (University of Western Ontario), an Honours Bachelor of Commerce (University of Windsor), and I am a CFA® charterholder.
I have been happily married to my wife, Sharon, for over 25 years. I also have two boys. I am an avid downhill skier and enjoy playing electric guitar.
At TD Wealth Private Investment Counsel, we understand that making decisions that will affect your life is a deeply personal experience. We also appreciate the key role that growing and preserving your wealth plays in helping you enjoy the life you want to lead.
What to expect
- Ongoing discovery
- Timely reporting
- Comprehensive portfolio reviews tailored to you
- A transparent approach to fees
- Advice and solutions supported by a team of TD specialists focused on helping you to achieve your goals
We see the whole you
Armed with a deep understanding of your priorities and values, we'll work with a core team of specialists to help you achieve your goals. And, as your needs evolve, your wealth strategy will evolve with you. We take our relationship with you seriously – that means we'll be in touch with you on an ongoing basis so we can provide you with the information you need for a successful financial future. And when you need advice, we'll be there with a breadth of knowledge and expertise, along with the personalized attention you deserve.
Helping achieve what truly matters to you and your family.
Build net worth: We can help you build your net worth by developing effective strategies and investment solutions that align to your needs, even as they evolve.
Protect what matters: By leveraging the expertise of TD specialists, we can integrate strategies to help you protect what matters to you most at every life stage.
Implement tax-efficient strategies: We can work with you to help create and structure your accounts to help reduce tax exposure while keeping income available for when you need it.
Leave a legacy: Your legacy is important to us. We’ll help you create a plan that provides for your top priorities and optimizes the transfer of your wealth.
What We Do
What to expect when working with us
Executing tax-efficient plans
It's never too early nor too late to start thinking about tax efficiency.
To ensure that you're up to date on timely tax-related considerations, I've included an article for your viewing. If you'd like to discuss any of the topics raised in further detail, I'd be more than happy to schedule some time for us to speak.
Planning for every life stage
As we've all come to realize over the past year, life is full of uncertainty. That's why it's so important to plan for every life stage now, even the unexpected.
To help with that, I've included an article that you may find useful. If you'd like to discuss any of the topics raised in further detail, I'd be more than happy to schedule some time for us to chat.
Transfer of Wealth
Legacy may mean something different to each of us. Whether your top priorities lie in estate planning and trusts orcharitable giving and philanthropy, it's important to have a plan in place.
To help you optimize the eventual transfer of your wealth, I've included an article that you may find valuable. If you'd like to discuss any of the topics raised in further detail, I'd be happy to set up some time for us.