Birthplace: Regina
Company: WDS is a boutique investment management firm providing tailored service for private clients.
Education: Master of science (finance), Kansas State University (2015)
OBJ360 (Sponsored)

Nicole Arranz lights up whenever she sees or hears children visiting Perley Health’s east-end Ottawa campus. “My mom loves kids, and being around kids brings life to her,” said Josée

Ottawa Jazz Festival’s location is key to its success – and to revitalizing the downtown core
This year marks the 45th anniversary of the Ottawa Jazz Festival, one of the city’s premier live music events and Canada’s second oldest jazz festival. Despite the ever-changing (and expanding)
Charitable involvement: The Financial Planning Foundation
Biggest biz achievement: Obtaining my CFA charter and portfolio manager registration.
Biggest obstacle: Having ADHD.
Biggest influence: My parents. I cannot imagine a better possible example in all aspects of life.
Biggest lesson learned: Find balance. What good is success in business if it comes at a cost to those you love most? The little moments in life matter more than we think.
First job: Go-kart track operator
Advice I’d give the younger me: Don’t fear failure.
What’s left to do: Have a beach volleyball court in my backyard and become a partner at my firm.
Favourite pastime: Volleyball
I’m currently reading: Fearless by Eric Blehm
Favourite movie: The Big Short
Favourite song: One Day Soon by the Vocal Few
Favourite local pro sports team: Ottawa Senators
Favourite local summer event: Canada Day
Preferred social media platforms: Facebook, Linkedin
Twitter handle: @derekwilliam03