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Tom Derkach, CFP
Assistant Vice President & Private Wealth Advisor
Coastal Community Private Wealth Group
Tom’s career in the financial services industry began at Coastal Community in 1996, starting in member services, before joining the wealth management division. He has been working as a Wealth Advisor and Certified Financial Planner for the past 16 years.
Specializing in retirement income planning, portfolio management, and tax and estate planning, Tom is passionate about developing strategies that provide financial security through all stages of life. He is there to support his clients from the earlier years of building wealth to the retirement years and living the life of their dreams.
Tom is dedicated to the role of trusted advisor and believes that engaging in long term relationships with his clients is a key to their financial success.
Born and raised on Vancouver Island, Tom enjoys playing golf, hockey, fishing and travelling with his family. He and his wife Sandy have three wonderful children who keep them busy with many sports and activities all year long.
Mutual funds, other securities and securities related financial planning services are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc. Financial planning services are available only from advisors who hold financial planning accreditation from applicable regulatory authorities.