Derek Notman

Certified Financial Planner at Trust & Will
On the record
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Derek entered the financial services industry in 2006 and experienced a high level of success early on which he attribute to the philosophy of "do what is right for my clients and eventually I will get paid." After 3 years he started my own firm. In 2013 Derek made the decision to transition my practice to a Virtual model. He did this to best serve his unique clientele time while also ensuring a great life-work balance for him to spend more time pursuing his passions and enjoying more of life's moments with his wife and son. He is also the founder of Conneqtor, a tech company focused on serving financial advisors on a global scale. Our industry is in the midst of a global mega trend, advisors must evolve or go extinct, Conneqtor is empowering the Financial Advisor of the Future.

Recent Quotes
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  • They’re going to be able to drive leads coming to them by taking advantage of all the different ways that they can market themselves.

    26 February 2021
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