William leads the wealth planning for the team. William’s career spans over 9 years in the wealth management industry. His prior experience includes working at the two downtown RBC Dominion Securities offices as their regional Financial Planning Consultant. In that role, he would create and take clients through a holistic Wealth Plan. With that experience, he is familiar with various strategies, opportunities, and concerns as he worked with clients of various professions and life stages: incorporated professionals, business owners, executives, professional athletes, retirees, and pre-retirees.
William has successfully achieved the Certified Financial Planner (CFP) Designation, which is recognized as the highest standard in Financial Planning in Canada. He has also achieved his Chartered Investment Manager (CIM) designation, providing him with the expertise to provide portfolio management services to institutions and high net-worth clients. Supporting his belief that true wealth management comes from fully understanding clients’ goals, values and priorities, William consults with clients and their existing tax and legal professionals to develop a personalized Wealth Plan. This personalized Wealth Plan will provide specific recommendations focused on clients’ particular needs, including cash flow, tax strategies, retirement, and estate planning and will ultimately assist clients in maximizing their situation and achieving their goals. This personalized report will serve as a roadmap to help clients make financial decisions in the future.
Outside of work, William loves to golf and travel. One of his most memorable trips includes traveling to Tanzania for an African Safari.
