Simplified Financial Advice.

Meet Bill


Bill looks at clients’ financial picture as a whole to best understand clients’ needs, wants and wishes. As our Senior Wealth Advisor, he actively communicates with clients to devise a gameplan that best suits them and their goals.

With fifteen years of experience as a financial advisor, Bill has vast experience in helping a range of clients, from people just starting out to family trusts designed to pass wealth on to future generations. Business owners appreciate his straightforward and all-encompassing approach and all his clients appreciate his active and frequent communication.

Outside of work, Bill stays active with hiking, skiing, mountain biking, hockey and boating. He enjoys long walks outside and just being outdoors.