The markets, like the weather, are constantly shifting.
With that in mind, Derek Michnik helps his clients build and protect their wealth with tailored financial plans, a disciplined investment approach, and down-to-earth solutions for complex needs. By building meaningful relationships with clients and providing a full range of services, Derek helps clients create an ideal financial future for themselves, their families, and future generations.
Professionals at your service
Leaning on experience and industry accreditation, our team helps bring financial peace of mind to clients like you.
It all starts with you.
By building meaningful relationships with clients and providing a full range of services, Derek helps clients create an ideal financial future for themselves, their families, and future generations.
What we do
We serve hard-working, high-net-worth individuals, entrepreneurs, business owners, farmers, and agribusiness professionals in the Central Alberta area, including Red Deer, Drumheller, and Rocky Mountain House—helping to build, preserve, and grow wealth.
How we do it
What you can expect from Derek and his team:
- A detailed financial plan to project retirement, estate, succession, and risk issues, along with ongoing support and monitoring of progress
- An in-depth investment plan with quality advice on investments and portfolio management
- A well-defined service plan to ensure consistent and reliable contact
- Independent research from RBC Capital Markets, Veritas, S & P, and Value Line
- Access to resources and specialists from the largest investment firm in Canada, including estate, trust, insurance, and financial planning professionals
- Caring advisors who are committed to helping you succeed in meeting your goals
Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.