Derek Dedman, M.Sc., CFA, CFP.

Derek Dedman, M.Sc., CFA, CFP

Portfolio Manager

Derek has spent nearly a decade working in different capacities in financial services, most recently as a vice-president with a wealth management firm serving the cross border market. Previously, with the Financial Planning Standards Council, he was an integral part of the content development efforts for the Certified Financial Planner® national certification exams in Canada. He also worked for several leading financial institutions managing wealth for a portfolio of clients.

A graduate of Lakeland College, Derek was a varsity volleyball athlete and obtained a bachelor’s degree in financial services. He maintained a perfect 4.0 grade point average, earning him an ACAC Academic Athletic Award and a spot on the dean’s list. Derek has a master’s degree in personal finance from Kansas State University, and both his CFA charter and CFP designation.

Derek is a member of the CFA Society Ottawa and sits on the board of directors for The Caring and Sharing Exchange, which in 2015 celebrates 100 years of supporting Ottawa families in need. He is also a board member of the national Financial Planning FoundationTM, where he chairs the research committee.

Recent articles by Derek

The Rough Guide to CRM
Forum, Regulation, June/July 2015

Annuity Aversion: Why are these guaranteed-for-life products so unpopular?
Forum, Wealth Management, May 2015

Active versus Passive?: The financial plan is what matters the most
Forum, Wealth Management, March 2015

Advisor Psychology: How advisors’ behaviour changed after the 2008 financial crisis
Forum, Wealth Management, November/December 2014

Deconstructing Investing: Why past performance affects future behavior
Forum, Wealth Management, October 2014

Savings Schizophrenia – Understanding behavioural finance can help clients save
Forum, Wealth Management, November/December 2013

Assessing Risk – Avoiding the pothole, hitting the tree
Forum, Wealth Management, September 2013

“Clients come first at WDS. My in-depth research and fundamental analysis will help ensure their investment portfolios are achieving what’s most important to them – because that’s what’s most important to us.”

Call Derek:
ext. 228