At Edgington Wealth, we take a forward-thinking approach to managing your wealth. To that end, we focus on building your wealth with comprehensive strategies, protecting your legacy with conscience-led investing, and helping you enjoy your future for many years to come.
Services offered: Small business planning
Marc-Antoine Gendreau
Derick Duchesne
Dérick Duchesne has been a Wealth Advisor and Portfolio Manager at National Bank Financial since October 2016. He holds a Bachelor in Business Administration – Finance from the Université du Québec en Outaouais and earned his Chartered Investment Manager (CIM®) designation in 2019. In 2022, he became a Responsible Investment Specialist (RIS) and an active member of the Responsible Investment Association. In 2023, he was recognized as a Fellow of the Canadian Securities Institute (FCSI®).
Dérick is known for his meticulous attention to detail and unwavering dedication to his clients’ financial well-being, which has helped him build long-term, trust-based relationships. He is always available to answer questions and share his extensive knowledge.
Outside of work, Dérick enjoys cycling and spending time outdoors with his spouse and three young children.
Cory Baker
Nina Johnson
Michael Anderssen
Connor Farrell
At TD Wealth Financial Planning, we believe that each client’s needs are truly unique. Our goal is to offer you the relevant, personalized wealth advice you deserve. We work with a wide range of clients whose needs and desires vary greatly, and we understand that one size doesn’t fit all.
From investing in your children’s future, to planning or your own retirement or leaving a legacy, we are here to help you every step of the way.
We start with an understanding of who you are, your values and your vision of success. This means reviewing the financial decisions you’ve made over the years, the goals you’ve set for yourself in the years to come, and the ways in which these reflect what is important in your life. We then use our proprietary Discovery Process, based on behavioral finance principles, to uncover your Wealth Personality profile. We then leverage this to deliver a personalized financial plan that fits your financial goals and can evolve with you as your needs change over time.
As an associate planner with over 6 years financial services experience, I am passionately committed to providing my clients a fully integrated financial plan that helps to balance living life today with setting goals for tomorrow.
Nicolas Boyer-Dagenais
Alexander Toth
Alex brought his passion for efficiency and problem-solving to the financial industry in 2017. As an Investment Advisor, he finds it fulfilling to help clients navigate milestones, evolving needs, and market fluctuations so they can make informed decisions throughout their lives.
His background includes progressive roles in banking, credit, and investing at a leading Canadian financial institution. Prior to joining RBC Dominion Securities, Alex worked for a local niche asset management firm that worked closely with advisors from all investment firms. This gave him an understanding of how all the firms operate and where clients are best served.
With ongoing industry coursework, Alex complements his experience, unique perspective, and dedication to clients. He earned the Responsible Investment Advisor Certificate, the Certificate in ESG Investing, and Certifications in Advanced Investment and Financial Advice. He has also obtained the Chartered Investment Manager (CIM) designation and is a Fellow of the Canadian Securities Institute (FCSI). The FCSI designation is reserved for financial professionals that meet the highest standards for advanced education, ethical conduct, industry experience and endorsement from peers. Alex also maintains membership with the Responsible Investment Association of Canada.
Personally and professionally, Alex understands the complexities of cross-border needs and managing the wealth of self-employed professionals through living in California, Hong Kong, and Canada – and having a physician as a life partner.
Active in the community, Alex participates in numerous fundraising events, such as the Rotary Ride for Hearing to raise awareness and the Cypress Challenge to support pancreatic cancer research. He has also volunteered as a dog walker for the SPCA.
Outside of work, Alex enjoys spending time with his partner, Emma, and their young rescue dog, June. Together, they take part in outdoor pursuits, especially cycling and surfing.
Sameer Azam
With over 19 years of experience in the Wealth Management industry, I have determined that there is no quick route to financial success. It takes hard work, commitment, and dedication to a plan. This is where my passion, expertise, and in-depth financial knowledge can benefit you!
I firmly believe that you should have a trusted advisor throughout all of your important life transitions. Utilizing knowledge through my education and experience, I offer a personalized holistic and comprehensive approach that integrates sound financial planning, efficient tax structuring and multi-faceted investment management that translates into unrelenting focus on your success. Moreover, to ensure a coordinated overall strategy, we work with your bank, accountants, and legal advisors with your approval. If you require an introduction, I will be glad to offer you access to our extensive network of professionals.
Being a Portfolio Manager with the leading wealth management firm in Canada, I am confident in my ability to go above and beyond investment advice to address the wide range of concerns related to our clients’ financial and life goals.