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derrick@abilitypcg.com | margareth@abilitypcg.com
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Ability Private Client Group
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About Us

As independent business owners, Investia advisors are personally committed to helping you grow your wealth and achieve financial security. It starts by taking the time to understand who you are and what matters most, and continues every day with a singular dedication, above all else, to be invested in you.

At Investia, we’re here to help make that happen by offering our advisors the flexibility to deliver total wealth solutions – and by supporting them with innovative technology, a team-based approach and the entrepreneurial freedom they need to ensure your financial success and well-being.

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Derrick Lee-Shanok

Financial Advisor

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.

Contact Derrick
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Margareth Lee-Shanok

Client Relationship Manager

Involved in the financial management business since 2008, Margareth Lee-Shanok began her career assisting with daily operations at a wealth management firm and serving as an administrative assistant to financial advisors.

Margareth majored in Commerce and Finance at the University of Toronto and is a licensed mutual fund manager/trader who has completed the IFSE Institute’s Training Program for Mutual Fund Dealing Representatives. She enjoys running and spending time with her son and two pets.

Contact Margareth

Investia is backed by iA Financial Group, so you can depend on the stability of 125 years of industry leadership and one of the largest licensed advisor networks in Canada.

Contact Us

Derrick Lee-Shanok

derrick@abilitypcg.com

margareth@abilitypcg.com

416-875-1836

1-877-940-7377

416-860-7550

1500 Don Mills Rd. Suite 400 Toronto, ON M3B 3K4



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About

We believe in empowering our clients to participate in the creation and maintenance of their overall financial well being through proper education and ensuring an understanding of the possible outcomes involved in each decision.

Mutual funds, approved exempt market products and/or exchange traded funds are offered through Investia Financial Services Inc.

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Insurance products are offered through PPI Management Inc., a national licensed insurance marketing organization that support independent advisors with their business, and through multiple insurance companies.

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