Our Mission

Our Philosophy

Team Profiles

Testimonials

The Worry Free Retirement Experience®
is our solution to providing our clients with
what they're looking for: peace of mind.

Take the first step, and start planning for your financial future.

Learn More

With over twenty years of experience. We provide a variety of individualized investment solutions:

Financial Planning
Tax Planning
Investment Services
Family Wealth
Retirement Planning
Estate Planning
Risk Management
Business Planning

Get Started on Your Risk Profile

Polson Bourbonniere Derby Wealth Management wants you to be informed of the latest financial planning strategies.

Check here often for articles that we believe would be of interest to you.

Trust The Market, Don’t Try To Outguess It

September 19, 2023 · Blog PDF

European Central Bank expected to pause rate hikes

September 15, 2023 · Video

U.S.: What the labour market is telling investors

September 13, 2023 · Video

Market Snapshot – October 2023

September 10, 2023 · Market Snapshot

Bank of Canada: Overnight rate held at 5% hints at potential end of rate hikes?

September 8, 2023 · Video

United States: Economic surprises increasingly less positive

September 1, 2023 · Video

Choose the Worry Free Retirement Experience™