Will began his career in the financial services business in 1989. Will oversees the creation of financial plans and asset allocation models, derived from clients’ stated goals and objectives. Will spends considerable time ensuring that clients’ investment portfolios are appropriate to their specific financial needs, stage in life, and risk tolerance. Using the strong resources of RBC Dominion Securities as well as third party research, Will also devotes much time to analyzing market trends. Will’s reputation for excellence has been earned from the quality of his client relationships which are based on mutual respect and trust and an ongoing effort to understand the clients’ needs and objectives. In addition to providing investment advice, Will focuses on insurance, tax and estate planning issues to ensure that his clients’ wealth is managed in a tax effective manner such that tax is minimized for future generations.
Will was born and raised in Toronto, then attended McGill University where he obtained a degree in Economics. After McGill, he gained valuable financial experience at two of Canada’s leading financial institutions, working in both the banking and insurance sectors before joining Dominion Securities. Will should be the primary contact for portfolio advice and market related issues.
