Derek Polson

CFP®, CEA

CERTIFIED FINANCIAL PLANNER®

Investment & Insurance Advisor

HollisWealth®, a division of Industrial Alliance Securities Inc.
HollisWealth Insurance Agency Ltd.

Derek is a member of the following professional organizations and abides by their Ethical Codes and Rules of Conduct:

  • FPSC – Financial Planning Standards Council
  • FPA – Financial Planning Association
  • CICEA – Canadian Institute of Certified Executor Advisors

Derek has been in the financial services business since 2005. During that time he has gained his life license and securities registration, as well as earning his CERTIFIED FINANCIAL PLANNER® designation.

He finds financial planning fulfilling as he enjoys helping clients meet their financial objectives.

As your CERTIFIED FINANCIAL PLANNER®, Derek’s goal is to ensure you are completely satisfied with your retirement and investment plans and he is committed to spending the time with you to get you where you want to be.

With his extensive knowledge of retirement planning, income planning, estate planning and portfolio design, Derek has the expertise to design a custom plan that works – and that you will be comfortable with.

Derek is dedicated to providing you with:

  • A lifetime partnership for your financial planning needs
  • Independent advice and solutions tailored to your personal retirement needs
  • Peace of mind, knowing that an experienced professional is looking after your investments
  • Regular communication to ensure you’re on track to meeting your financial goals
Choose the Worry Free Retirement Experience™