Derrick Yee

For Derrick Yee, clients are family.  And when clients are family, you tend to feel very personally about their well being.  You tend to take it personally.  

It’s no surprise, then, that Derrick is so enthusiastic about the mission of Alexandria Wealth Management Group:  We go far beyond the numbers, to support you in every facet of your financial life.

“Many clients seek advice from us whenever they make significant financial decisions of all kinds.  It’s important to me that I am present for them at those important moments, and throughout their lives.”

Like the entire team, Derrick believes that everyone deserves to get where they want to go in life.  And that it takes personalized, meticulous planning to pave the way.

Derrick Yee has a diploma in Business Management from SAIT and more than 15 years of wealth advisory experience.  Married with three children, he enjoys golfing and hockey, coaches baseball and basketball for his kids, and believes in being respectful and honest above all.

Ben joined the team in 2023, focusing on small business tax and investment planning. He began his career in asset management and transitioned to wealth management in 2022, motivated by a desire to build thoughtful, long-term plans and witness his clients' tangible success. His goal is to apply time-tested, tax-efficient strategies—passed down by trusted mentors—to help families grow and preserve their wealth across generations.

Outside of work, Ben enjoys staying active through basketball, tennis, squash, and golf. He also likes reading biographies, playing competitive games, and spending quality time with friends.

Ben brings a strong foundation in equity research, investment analysis, and financial planning to his advisory role. He earned the Chartered Investment Manager (CIM) designation in 2023 and holds a Bachelor of Commerce degree from Dalhousie University.

Wardah has been a part of our team since October 2022. With a diverse educational background, having graduated with a double major in Economics and Law & Society and a minor in Sociology from the University of Calgary, Wardah offers a unique blend of skills and knowledge. Her academic achievements provide her with a profound understanding of economic principles alongside legal and societal frameworks. With 2.5+ of experience in wealth management as a licensed associate, Wardah has honed her knowledge in supporting advisors and clients alike, making her an essential team member. Outside of her professional endeavours, Wardah loves to travel, exploring new cultures and destinations whenever possible. She is part of a Bollywood dance team and above all, she values quality time spent with family and friends.

Winta is an Office Administrator supporting client service and administrative operations. With over 5 years of experience, she plays an integral role in ensuring smooth day-to-day office functions, supporting financial documentation, coordinating administrative processes, and assisting advisors and internal teams to deliver a high standard of client service.

With a strong attention to detail and a client-focused mindset, Winta helps maintain accurate records, supports billing and expense tracking, and ensures all tasks are handled efficiently and confidentially. She is known for professionalism, reliability, and commitment to providing organized and responsive support in a fast-paced, client-driven setting.

She holds a Business Administration Diploma which complements her practical experience and understanding of office and financial operations. Outside of work, she enjoys traveling and spending quality time with family and friends, values that reflect her balanced and people-oriented approach.