Derek Mychasiw, RIS

Investment Advisor, Aviso Wealth

Derek.Mychasiw@alterna.ca
416.684.2424

BACKGROUND

My financial services career began in 2000 as a licensed investment representative at a large Canadian bank's brokerage during the tech boom and bust of 2001. Over the years, I held various Senior leadership positions, including Relationship Manager for high-value clients and as National Sales Manager responsible for leading a cross-country team promoting investing platforms at tradeshows, hosting live educational seminars and webinars, and building a retail distribution channel nationwide.

In 2018, I became a Branch Manager and led a full-service investment advisory branch of 25 advisors and associates, where I re-established best practices in client service and engagement and improved risk management. My passion for engaging with clients from all walks of life and developing genuine relationships has been the driving force behind my personal satisfaction and career advancement. After taking early retirement in 2021, I realized that I missed being a member of a team and building relationships directly with clients.

I am excited about building strong relationships with our members across Ontario. I care deeply about providing professional support, guidance, and advice to help them reach their long-term financial goals.

EDUCATION

I studied Financial Planning while attending George Brown college, and have completed several investment industry courses from the Canadian Securities Institute, including the Canadian Securities Course (CSC), Conduct and Practices Handbook (CPH), Derivative Fundamentals Course (DFC) and the Options Licensing course (OLC). As well, I'm nearing completion of the Charted Investment Manager (CIM) designation. I have also completed the Responsible Investment Specialist (RIS) designation from the Responsible Investment Association.

COMMUNITY IMPACT

In my eastern Toronto neighbourhood of Riverdale, I have coached my son's ball hockey, and my daughter's soccer teams during the spring and summer months.