DEREK MICHNIK

Derek Michnik CFP is an Senior Investment & Wealth Advisor serving Red Deer and Central Alberta. Derek has many clients throughout Central Alberta including Drumheller and Rocky Mountain House... Derek Michnik builds professional financial plans helping his clients with issues such as retirement projections, estate plans, succession plans and risk management. Of course a big part of this is the Investment Analysis and Plan which enable Derek to utilize his full service brokerage product selection to find the most appropriate investment for his clients... Derek creates investment plans utilizing proven strategies with a well diversified, disciplined, and professional approach. Each client has their investment portfolio customized to suit their unique situation. Derek gives them ongoing quality investment advice within the parameters as set out in each clients Investment Policy Statement, thus taking the emotions out of investing and bringing a business like approach to it.

Primary location: Red Deer Canada