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Derek Nicoll

CFP®, CHS™, RWM™, Partner, Finuity Wealth Inc.

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Since entering the industry early in 2002, Derek has spent his years of experience split between building client relationships as an advisor and as a business manager with one of Canada’s largest financial companies as an educator, coach, mentor and director.

Attention to the finer things, effective listening skills, and great empathy are symbols of his appreciation by his clients. Trust is central to Derek, which lead him to partner with Scott Robertson. The two have formed a strong bond through these years centered around trust and respect for each other, not to mention humility. This alliance was inevitable since they share such a common interest and passion for the industry and their client relationships. As a founding partner with Finuity Wealth, he is surrounded by an effectively supportive administration team, product specialists, tax and estate practitioners who uphold the teamwork and professionalism required to cement long term relationships with his established and growing client base.

As a University of Alberta graduate and holder of the Certified Financial Planner, Certified Health Specialist, and Real Wealth Management designations, education and professional development are key to Derek’s practice. His focus is working closely with business owner clients and helping families take their wealth and lifestyle to the next level.

Derek is happily married to his lovely wife Lana, and they have four children along with two energetic furry friends – a Soft Coated Wheaten Terrier and Havanese-Shih-Tzu cross. Away from the business, he is a family man first and foremost, an avid sports enthusiast, and enjoys coaching, travelling, and spending time with family and friends.

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