With more than 29 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.
