Derek has been a member of the Polson Bourbonniere team since 2005. Since then, Derek has been learning the investment business from the ground up as well as completing both his Investment Funds Institute Course and his Life Licence Qualification Program. He is currently working towards his Certified Financial Planner designation. Derek’s goal is to determine which financial solutions are right for your specific needs. Given his combination of experience and education, Derek has the tools to design an investment plan that works – and that you’ll be comfortable with.
Derek is dedicated to providing you with:
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• A lifetime partnership for your financial needs
• Independent advice and solutions tailored to your personal situation
• Peace of mind, knowing that a professional is looking after your investments
• Regular communications to ensure you’re on track to meeting your financial goals |
Derek Polson
100 - 7050 Woodbine Ave. Markham, Ontario L3R 4G8
Direct Line: 905.413.7709
Main: 416.498.6181 or 905.413.7700
Toll-free: 1.800.263.0120
dpolson@pbfinancial.com
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