Our Team
Derrick Lee-Shanok
Investment Advisor
Derrick Lee-Shanok is dedicated to helping his clients establish solid investment foundations for financial stability and security, Derrick Lee-Shanok is the principal Financial Advisor of Ability Private Client Group. Derrick started in the financial industry in 1998 with TD Canada Trust before branching out and starting his own private client group in 2008, focusing on disability-related financial planning. His interest in supporting the disability sector began with the support of family members diagnosed with Autism. It further grew as he realized the unique needs and specialized financial planning required to secure the future of a person diagnosed with a disability. Derrick is a member of the Mutual Fund Dealers Association of Canada as well as a Life Insurance Advisor and Certified Portfolio Engineer.
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Partners
Our partners are experts in their field who we can connect clients with to complete essential parts of the planning we cannot do. If you have your own professionals in this field, we can work with them. If you currently working with experts in this field, we can connect you with the professionals listed below.
PooranLaw Professional Corporation
PooranLaw is led by a group of like-minded lawyers who have devoted the majority of their personal and professional lives to promoting inclusion, enhancing the lives of people with disabilities and working to improve the greater social good.
Kelly Casey, Independent Facilitator
Jason Friesen, Managing Partner/Mortgage Agent: Outline Financial
As a financial professional, Jason brings a wealth of knowledge, expertise, and experience to the Outline Financial Team. After studying marketing at George Brown College and obtaining his Professional Financial Planner certification in 2005, Jason worked as a senior underwriter with the largest non-bank lender in Canada for two years, and then as a Senior Underwriter and loan consultant with one of the largest mortgage brokers in the country.
Jason wants to provide the very best client service experience possible by taking the stress and complexity out of the mortgage and insurance process, while providing clients with the information they need to achieve their short- and long-term financial goals.
In his spare time, Jason enjoys, hiking, cycling, and cooking vegetarian meals with his family.
York Support Services Network
York Support Services Network offers a range of developmental services and mental health programs throughout York Region and South Simcoe.
