As a CFA charterholder, William follows the highest professional standards in the industry, holds clients’ interest first and follows an Investment Policy Statement to provide quality and personalized investment services.
High liquidity | We help ensure your financial assets is always accessible to meet your personal needs
Safety first | Instead of speculating on unsustainable returns, we focus on what we do best: preserve long-term capital with superior, enduring results
Risk-adjusted returns | We strive to offer you competitive solutions and quality service that best meet your needs and achieve long term outstanding growth
Diversification | We focus on risk control across multiple layers (currency, asset class, industry, region) to help your wealth weather through market cycles
Investment Management Process
Investment isn’t just about recommending products, but should be a personalized process in relation to each client’s investment purpose and risk level. With professional insights from RBC Wealth Management and the extended team, crafted investment strategies, and a disciplined risk management process, we strive for superior risk-adjusted returns for clients.
Canadian dollar based investments
Bonds (C$ currency hedged government, corporate and others)
Equities (Canadian, US and global)
Alternatives
US dollar based investments
Bonds (US$ government, corporate and others)
Equities (US and global)
Alternatives
Fully Licensed Across Multiple Solutions
William is a Registered Representative under IIROC, and is licensed to provide advice across multiple offerings to create a portfolio that suitable for your needs.
Large deposits
ETFs
Mutual funds
Pension-style managers (separately managed accounts)*
Individual securities*
Alternative investments*
(*) may require higher investment minimums
