Growing up as the son of an investment advisor, Billy developed a passion for finance early, and got a first-hand view of how satisfying it can be to build relationships and help families achieve their financial goals.
Today, backed by six years of experience in the industry, Billy remains committed to building strong relationships with clients, and helping them secure their financial future. He draws on his considerable skills and expertise to help clients with investment & portfolio management, and creating financial plans. Clients and colleagues alike appreciate Billy’s integrity and follow-through, friendly manner, sense of humour, and high level of care.
Billy graduated from Salem State University, in Salem, Massachusetts, and holds a Bachelor of Science (Hons), with a major in Finance and minor in Economics. During his time at school, Billy played on the NCAA hockey team for three years and switched to coaching in his final year due to an injury.
In his free time, Billy enjoys spending time with family and friends, grilling on the barbecue, attending live music events and watching professional sports. He enjoys spending time golfing, playing hockey and downhill skiing. Billy is also extremely passionate about his personal health. He stays active by working out on a regular basis and running on the iron horse trail through Uptown Waterloo.
