portrait of Jonathan Derrick
FINANCIAL ADVISOR

Jonathan Derrick

CIM®, DFSA™
128 Wellington Street W, Suite 100, Barrie, ON L4N 8J6opens in a new window
CallSend Me a Message

Focus Areas

  • Wealth strategies
  • Retirement income strategies
  • Business owner considerations
  • Wealth protection strategies
  • Estate and legacy strategies

Personal Interests

  • Motorcycles
  • Skiing

Team Members

  • Rachana Gautam
    Sr. Branch Office Administrator
  • Amanda Roy
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(705) 812-1678

Fax

(877) 271-1503

Office Address

128 Wellington Street W
Suite 100
Barrie, ON L4N 8J6opens in a new window

More to explore

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Find your financial starting point

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Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

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Setting your path

We use an established process to help you reach your goals.

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