Derrick H.W. Lee

Senior Wealth Advisor & Portfolio Manager

Derrick Lee started working in the financial industry in 1992 and has been working strictly in investments since 1997 when he joined NBF*. He holds a B.Sc. from the University of Western Ontario and a Master of Divinity from Tyndale College and Seminary. He is also a holder of the Chartered Financial Analyst, Certified Financial Planner, Chartered Market Technician, Fellow of Canadian Securities Institute and Chartered Investment Manager designations.



For Derrick, the most satisfying aspects of his business are the relationships he builds with his clients, and the ability he has to help them to define their financial objectives and find solutions as a means to achieve their life’s goals. He is a CrossFit athlete, and he enjoys reading, theology, philosophy and spending time with his wife and their two children.




* The Private Client Services group of HSBC Securities was acquired by National Bank Financial on January 1st 2012


National Bank Financial is an indirect wholly owned subsidiary of National Bank of Canada. National Bank of Canada is a public company listed on the Toronto Stock Exchange (NA:TSX). National Bank Financial is a member of the Canadian Investor Protection Fund.