Derek Loepp
About Derek Loepp
Derek Loepp serves as the Vice President of the National Service Centre for Financial Services Distribution at Investors Group, a position he has held since 2017. He has extensive experience in client services and financial planning, with a career spanning over two decades in the financial services industry.
Current Role at Investors Group
Derek Loepp serves as the Vice President of the National Service Centre within Financial Services Distribution at Investors Group. He has held this position since 2017, contributing to the organization for a total of seven years. In this role, he is responsible for overseeing operations and enhancing service delivery within the financial services sector.
Previous Experience at Investors Group
Derek Loepp has a long history with Investors Group, having worked in various capacities since 2000. His roles included Customer Service Representative in the Investment Contact Centre, Manager of Client Services, and Assistant Vice President of Operations Services. He also served as Assistant Vice President of the Planning Specialist Network from 2014 to 2017. His extensive experience spans over 17 years, focusing on client services and operational management.
Education and Professional Development
Derek Loepp has pursued extensive education in finance and economics. He earned a Bachelor's Degree in Economics (Honors) from the University of Manitoba from 1997 to 2000. He completed the Canadian Securities Course (CSC) at the Canadian Securities Institute from 2013 to 2014 and studied Financial Planning and Services at the Canadian Institute of Financial Planners, achieving the Registered Retirement Consultant designation from 2014 to 2016. Additionally, he studied at the Investment Funds Institute of Canada, obtaining knowledge in Canadian Investment Funds Operations from 2012 to 2013.
Skills and Expertise
Derek Loepp possesses in-depth knowledge of the Mutual Fund Dealers Association (MFDA), Investment Industry Regulatory Organization of Canada (IIROC), and various financial products and systems. He is recognized for his innovative and strategic thinking, particularly in re-engineering and automating distribution networks to enhance sales productivity. His strong communication and presentation skills enable him to effectively address diverse audiences.
Leadership and Influence
Derek Loepp is recognized as a change leader within the financial services industry. He demonstrates the ability to influence others and build strong relationships, which has been instrumental in his roles at Investors Group. His track record includes completing projects under tight deadlines, showcasing his capability to drive initiatives that align with organizational goals.