Derek Schaefer
Chartered Financial Planner, Registered Retirement Consultant, Registered Life Insurance Specialist
Principal Financial Planner
Northern Asset Management - Global Maxfin Investments Inc.
Derek Schaefer is a Financial Planner specializing in philanthropic financial planning, estate planning, and tax-efficient wealth strategies for Canadian families and businesses. He helps clients create clear, structured financial plans that align their money with their long-term goals, values, and legacy.
Derek Schaefer works with Canadian families and business owners who want more than investment advice. His financial planning process is focused on simplifying complex financial situations and building practical strategies for retirement planning, wealth management, tax efficiency, and estate planning.
After beginning his studies at MacEwan University, Derek completed a Bachelor of Business Administration with a major in Finance. This education, combined with industry experience, provides a strong foundation in investment planning, risk management strategies, and comprehensive financial planning.
Before working as an independent financial planner, Derek gained experience within major banking and insurance institutions. This background developed his technical expertise in investments, risk management, estate planning, and financial planning, while shaping a client-focused approach to financial advice.
Today, Derek Schaefer builds personalized financial plans for Canadian families and businesses. Clients often come to him feeling overwhelmed by financial complexity but leave with a clear, structured plan that provides confidence and direction.
A core focus of his practice is philanthropic financial planning. Derek Schaefer believes financial success is not only about building wealth, but also about creating impact. By integrating charitable giving into financial and estate planning, he helps clients reduce taxes, improve efficiency, and support the causes that matter most to them.
Derek Schaefer is also actively involved in the community and works with charitable organizations and foundations. He is committed to continuous learning to ensure clients receive relevant, modern, and effective financial planning advice.
“Financial planning is about clarity, confidence, and purpose. I help Canadian families and businesses turn complexity into simple, meaningful plans.”