Bill has extensive experience in the financial services industry in a career that began in the early 80's. Bill has worked through many changes in the financial services industry and brings with him the wealth of that experience. Bill has developed several sales teams on the fund distribution side of the industry, started financial planning firms, and worked with select clients to develop and maintain their financial wealth. Bill's experience is a major asset in identifying and preparing his clients for economic and industry trends and changes.
Bill has clients in several provinces and territories including Nova Scotia, Ontario, Alberta, British Columbia, and the Yukon.
In addition to his duties to his clients Bill remains an active member of his church community and has advisory roles with various charitable organizations.
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Disclaimer: The information contained herein is for AB, BC, NS and ON residents only and does not constitute an offer to sell or solicit sales in any other Canadian or foreign jurisdictions.