Derek Carlson CFP®
Senior Wealth Advisor
Derek Carlson is a CERTIFIED FINANCIAL PLANNER® professional and Senior Wealth Advisor with over 12 years of experience helping individuals, families, and business owners build, preserve, and transfer wealth with confidence.
Originally from Vancouver, Derek relocated to Cranbrook in his early twenties to study Business Administration with a focus on Accounting at the College of the Rockies. Since then, he has built his career around helping clients navigate complex financial decisions through comprehensive planning and personalized advice.
Derek believes that effective financial planning extends well beyond investments. By integrating retirement, tax, estate, risk management, cash flow, and wealth transfer strategies into a coordinated plan, he helps clients gain clarity, confidence, and control over their financial future. Using advanced planning tools and a disciplined, advice-driven approach, Derek works closely with clients to develop strategies that evolve alongside their lives, families, businesses, and long-term goals.
Known for building lasting relationships founded on trust, transparency, and proactive guidance, Derek is committed to helping clients simplify financial complexity and stay focused on what matters most to them. Whether preparing for retirement, navigating a major life transition, growing family wealth, or creating a lasting legacy, he helps clients turn financial goals into actionable strategies.
Outside the office, Derek enjoys golfing, gardening, camping, and spending time outdoors in the beautiful East Kootenay region.