Derek Del Bel Belluz, Cfp, Rrc
About Derek Del Bel Belluz, Cfp, Rrc
Derek Del Bel Belluz is a Regional Director at IG Wealth Management in London, Canada, where he specializes in creating adaptive Living Financial Plans and building strong client relationships. With a background in financial consulting and a focus on tax and estate planning for high net-worth individuals, he has been with the company since 2011.
Work at IG Wealth Management
Derek Del Bel Belluz has served as Regional Director at IG Wealth Management since 2018, operating in the London, Canada Area. In this role, he focuses on creating Living Financial Plans that adapt to clients' evolving needs and life changes. Prior to this position, he held the role of Division Director from 2014 to 2018 in Guelph-Milton, where he contributed to the firm's strategic direction. His career at IG Wealth Management began as a Financial Consultant from 2011 to 2014, also in Guelph-Milton, where he built foundational client relationships.
Education and Expertise
Derek Del Bel Belluz completed the Foundations of Wealth Management Program at The Wharton School in 2018, which lasted for 11 months. He also holds a Bachelor of Science with Honours from the University of Guelph. His educational background supports his expertise in developing comprehensive tax and estate planning strategies tailored for high net-worth professionals and their families.
Client Relationship Focus
Derek emphasizes building client relationships based on integrity and care. He views these relationships as true partnerships, which is integral to his approach in financial planning. His focus on adapting financial plans to meet clients' evolving needs reflects his commitment to providing personalized service.
Background
Derek Del Bel Belluz has a significant tenure at IG Wealth Management, spanning over a decade. His career progression from Financial Consultant to Division Director and now Regional Director illustrates his growth within the organization. His experience in various roles has equipped him with a deep understanding of client needs and financial strategies.