Derrick H.W. Lee
Senior Wealth Advisor & Portfolio Manager
Derrick views his work as his light, shining in such a way as to inspire others. He aligns his tasks with his values, and he takes the time to truly listen to your story. An honest conversation is key to helping him understand the purpose and meaning of your wealth. He educates himself in every circumstance, and he’ll always be honest in helping you discern which choices you need to make. When you achieve your goals, Derrick achieves his.
Day-to-day, Derrick is fueled by integrity, conviction and the simple rule to treat others the way he would want to be treated. A life of vast and diverse experiences have prepared him to build Radia Wealth on a foundation of knowledge and empathy. Derrick is constantly learning and adapting. He believes that everything going on today is preparing him to impact more people tomorrow.
He holds designations as a Chartered Financial Analyst (CFA), Chartered Investment Mananger (CIM), Certified Financial Planner (CFP), Certified Kingdom Advisor (CKA), Fellow of the Canadian Securities Institute (FCSI), Chartered Market Technician (CMT) and is insurance licensed. He has a BSc Biology (Western University) and a Masters of Divinity (Tyndale University and Seminary).
He enjoys spending time with his wife and two children, as well as exercise (CrossFit), Bonsai, theology, philosophy, and Scotch whisky.