Derek has been in the financial services business since 2005. As evidence of his commitment to professional development, Derek has earned the Certified Financial Planner designation. He finds financial planning fulfilling as he enjoys helping clients meet their financial objectives. As your certified financial planner, Derek’s goal is to ensure you are completely satisfied with your retirement and investment plans and he is committed to spending the time with you to get you where you want to be. With his extensive knowledge of retirement planning, income planning, estate planning and portfolio design, Derek has the expertise to design a custom plan that works – and that you will be comfortable with.
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• A lifetime partnership for your financial planning needs
• Independent advice and solutions tailored to your personal retirement needs
• Peace of mind, knowing that an experienced professional is looking after your investments
• Regular communication to ensure you are on track to meeting your financial goals |
Polson Bourbonniere Financial believes everyone deserves a worry-free retirement. Not only that, we believe that retirement should also be enjoyable. That’s why we developed the Worry-Free Retirement ExperienceTM.
Partner with Derek and his team to put your worry-free plan in place, and peace of mind can be yours. You can reach Derek at 905-413-7700 or 1-800-263-0120.
Derek Polson, CFP®
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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