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Senior Portfolio Manager & Wealth Advisor
With more than 26 years of experience in the industry, Bill is widely known as one of the top wealth advisors in Canada. And he credits his professional success – and personal fulfillment – to the relationships he’s built.
“Community is everything to me and my family,” he will proudly tell. Bill’s focus on community is a valued legacy from his mother, who taught him the power of kindness, the importance of a strong work ethic, the fulfillment drawn from connection with others, and how to enjoy life by celebrating the successes of those you love. Bill had just 18 years to learn these lessons before he lost his mother to a six-year battle with cancer. Her teachings gave Bill a strong sense of purpose; inspiring him to devote his life to helping family, friends, clients, and other members of his community prosper.
Bill finds the best part of his job is getting to know each client, and helping them live life to the fullest and achieve success as they define it. One of his areas of expertise is helping business owners and innovators by implementing strategies for managing sudden wealth. He also pioneered an approach designed for business owners facing retirement. The first step he takes with every client is to listen carefully to their story, needs, and goals for the future. He takes the time to simplify complex concepts so clients can understand all available options, and be a part of every decision.
Bill’s expertise and client-focused approach provide clients with a breadth of global investment expertise coupled with the focus of a one-on-one relationship. He is committed to delivering world-class service at top efficiency. Bill has also created an ironclad tax-efficient method to assist institutional, private, and public companies with their cash management needs in the challenging interest-rate environment.
He is committed to lifelong learning and holds a Bachelor of Commerce degree from the University of Guelph Lang School of Business and Economics, along with Canadian Investment Management (CIM) and Fellowship of the Canadian Securities Institute (FCSI) designations.
Earning the prestigious FEA (Family Enterprise Advisor) credential through the University of British Columbia has led Bill to foster deeper relationships with family enterprise clients, and gain a broadened perspective of the issues they face – including generational transition. In 2017, he completed the Singularity University Executive Program, which is an immersive course in Silicon Valley that examines how key converging technologies will shape our future. Bill honed this niche further by completing Harvard Business School’s Leadership for Senior Executives program in 2021.
Away from work, Bill carries on his mother’s community-minded legacy with deep involvement in such charitable causes as Junior Achievement of Canada and the Breast Cancer Society of Canada. He also founded the Sotirea Vastis Women's Grit Scholarship as well as The Vastis the Fastest Scholarship for the Guelph Gryphons Football program.
Senior Associate Advisor
Jason is a highly experienced Client Success Manager at RBC Wealth Management, with over 20 years of experience in the industry. He specializes in client servicing, assisting in balancing complex portfolio solutions, and financial planning.
Throughout his tenure at RBC, Jason has consistently demonstrated a strong commitment to delivering exceptional service to clients and has built a reputation as an expert in his field.
He is known for his ability to understand the unique needs of each client and to develop personalized financial plans that help them achieve their goals.
Jason’s in-depth knowledge of the financial industry, coupled with his dedication and hard work, has made him a valuable asset to the The Vastis Advisory Group and has contributed to the success of many clients.
Associate
Chantalle is a rising star in the financial services industry. With a wealth of experience under her belt, she is poised to become a leader in the field. Her expertise in financial analysis, investment strategy, and client relationship management make her a valuable asset to our organization.
Chantalle's passion for the financial industry is evident in her dedication to staying current on industry trends and best practices. She is always looking for ways to improve and enhance her skills to better serve her clients. Her ability to understand the unique needs of each client and her ability to explain complex financial concepts in simple terms has made her a sought-after advisor by both individual and corporate clients.
In her previous roles, Chantalle has demonstrated a strong track record of success, consistently surpassing her goals and exceeding client expectations. She has a talent for building and maintaining strong relationships with clients, which has led to a high level of repeat business and referrals.
Chantalle's commitment to excellence and her ability to consistently deliver results make her a valuable asset to our organization. She is a future leader in the financial services industry and will continue to be an asset to the Vastis Advisory Group and is lucky to have her.
