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)
Quilt: Revolutionizing senior care with a tech-forward approach
Quilt: the future of care As Canada’s population ages, the senior care industry has struggled to keep pace with technological advancements seen in other sectors. Ottawa-based Quilt is changing that,
Best Offices Ottawa: One way Fullscript’s mission of whole-person health applies to firm’s employees
When it comes to Fullscript’s employees and where they work, the company’s philosophy is deceptively simple: “Work where you work well.” Fullscript’s 250-plus Ottawa-based employees can choose where they can
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
