Our team

William has over 20 years in the financial services industry. He is widely known as one of the top Wealth Advisors in Canada, and is a Director and Vice-President of RBC Dominion Securities.

His academic activities include appointments at The Rotman School of Business at the The University of Toronto for the Masters of Economics and Masters of Finance Programs to guest lecture the advanced course on investment management, and the evolution of Wealth Management.

With extensive experience in helping business owners and innovators, William specializes in Sudden Wealth Management Strategies. He pioneered an approach specifically for business owners who face retirement. William believes in coordinating financial decisions for his clients in a way that will educate them. He is committed to delivering a world–class service at top efficiency. The first step is he starts by listening "to YOU”

With expertise and being licensed in Canada, and the US, William’s financial capabilities provide his clients the breadth of global investment with the focus of a one-to-one relationship. William also has also created and Ironclad tax efficient method in assisting Institutional, Private and Public companies with their Cash Management needs in the everyday challenging interest rate environment.

William holds a Bachelor degree in Commerce at The University of Guelph. In addition to his specialization with Family Business, Family Office and Transition in Legacies, he also carries the prestigious FEA (Family Enterprise Advisor) Designation from the University of British Columbia. The FEA Program has led to deeper relationships with his family enterprise clients and a broadened perspective of the issues business families face — including generational transition.

William has also completed the Singulairty University Executive Program  which is an immersive course in Silicon Valley that examines how key converging technologies will shape our future and explores ethical leadership in a world of rapid change. This intensive program is intended for senior leaders in business, government, and nonprofit sectors with the desire to have a positive impact at scale, and who want to create their organization’s future—and the world’s future—not simply react to it.