Derek Puri

Managing Associate Advisor

Derek joined Everything Financial in 2020 as an Associate Advisor in our Langley office. He has a Bachelor of Business Administration degree (BBA) from Capilano University with a major in Accounting and Finance. Derek has completed the Life License Qualification Program(LLQP), the Canadian Securities Course (CSC) and the Exempt Market Course (EMC). Derek is also in the process of completing his Certified Financial Planning(CFP) designation.

In 2023 Derek moved to Victoria to take on a larger role as the Managing Associate Advisor for our Victoria office. He has quickly fallen in love with the city, and has enjoyed getting to know all of our Vancouver Island clients.

Derek has a passion for the outdoors and loves to fish. This passion led him to Haida Gwaii where he worked as salmon fishing guide for 8 seasons at Queen Charlotte Lodge. Derek learned many skills and habits that will benefit him greatly in the financial services industry and is excited to continue his learning and development.

In his spare time, Derek loves to play golf. This love for golf started at a young age spending summers on Bowen Island and being involved with the Bowen Island Golf Club as a member and an employee for many years.

dtp@everythingfinancial.com