Bill brings more than 20 years of experience advising high-net-worth business owners and families on their investments and wealth management. Down to earth and approachable, he guides each client toward their specific goals through all stages of their financial journey.
His career in the finance industry began as a Financial Consultant at Investors Group. Prior to joining RBC Dominion Securities, Bill was a Portfolio Manager and Financial Planner at BMO Nesbitt Burns, where he led his team for 17 years. His business acumen is supported by ongoing education. Bill holds a Bachelor of Commerce in Entrepreneurship from the University of Victoria as well as the Chartered Investment Manager (CIM) and Certified Financial Planner (CFP) designations. He has also completed the Derivatives and Fundamentals Course with the Canadian Securities Institute.
Serving his community is important to Bill. He is a former member and Chair of the White Rock Christian Academy and a former member of their Finance Committee. Bill is actively involved with Village Church, where he leads a community group and has coached youth sports, including lacrosse, soccer, hockey, and rugby.
Bill and his wife are proud parents of two daughters and two sons who are actively pursuing success in academics, playing sports, and enjoying what life has to offer.
