Province Licensed In: Alberta
Karen Routledge
Our team provides outstanding wealth management strategies to a select group of successful families, and women, who are experiencing significant life changing events. We help our clients achieve financial security and comfort, giving you the confidence that you are on track to live the life that you want.
Derick Duchesne
Dérick Duchesne has been a Wealth Advisor and Portfolio Manager at National Bank Financial since October 2016. He holds a Bachelor in Business Administration – Finance from the Université du Québec en Outaouais and earned his Chartered Investment Manager (CIM®) designation in 2019. In 2022, he became a Responsible Investment Specialist (RIS) and an active member of the Responsible Investment Association. In 2023, he was recognized as a Fellow of the Canadian Securities Institute (FCSI®).
Dérick is known for his meticulous attention to detail and unwavering dedication to his clients’ financial well-being, which has helped him build long-term, trust-based relationships. He is always available to answer questions and share his extensive knowledge.
Outside of work, Dérick enjoys cycling and spending time outdoors with his spouse and three young children.
Nina Johnson
Sarah Brillinger
Michael Anderssen
Adam Sonoda
Susyn Wagner
At Wagner Investment Management, we specialize in comprehensive financial planning and discretionary portfolio management for high-net-worth families. Our team is dedicated to providing personalized investment strategies with a disciplined and rules-based approach to equity selection, focusing on Canadian, US, and International equities. With a client-centric approach, we ensure tailored solutions that align with your financial goals, empowering you to make informed decisions with confidence.
William Cook
Alexander Toth
Alex brought his passion for efficiency and problem-solving to the financial industry in 2017. As an Investment Advisor, he finds it fulfilling to help clients navigate milestones, evolving needs, and market fluctuations so they can make informed decisions throughout their lives.
His background includes progressive roles in banking, credit, and investing at a leading Canadian financial institution. Prior to joining RBC Dominion Securities, Alex worked for a local niche asset management firm that worked closely with advisors from all investment firms. This gave him an understanding of how all the firms operate and where clients are best served.
With ongoing industry coursework, Alex complements his experience, unique perspective, and dedication to clients. He earned the Responsible Investment Advisor Certificate, the Certificate in ESG Investing, and Certifications in Advanced Investment and Financial Advice. He has also obtained the Chartered Investment Manager (CIM) designation and is a Fellow of the Canadian Securities Institute (FCSI). The FCSI designation is reserved for financial professionals that meet the highest standards for advanced education, ethical conduct, industry experience and endorsement from peers. Alex also maintains membership with the Responsible Investment Association of Canada.
Personally and professionally, Alex understands the complexities of cross-border needs and managing the wealth of self-employed professionals through living in California, Hong Kong, and Canada – and having a physician as a life partner.
Active in the community, Alex participates in numerous fundraising events, such as the Rotary Ride for Hearing to raise awareness and the Cypress Challenge to support pancreatic cancer research. He has also volunteered as a dog walker for the SPCA.
Outside of work, Alex enjoys spending time with his partner, Emma, and their young rescue dog, June. Together, they take part in outdoor pursuits, especially cycling and surfing.