Address350 7th Ave SW
Calgary, AB T2P 3N9
My BackgroundWill joined Bank of Montreal in 2010 with retail banking in Toronto where he learned the fundamentals of offering a great client experience. After two busy years in central Canada, Will returned to his roots and moved back to Alberta, beginning work with Private Banking. Outside of work Will enjoys traveling and learning about other cultures, reading, and floating around the ice during his beer league hockey games. As part of a robust team of subject matter experts, Will advises high net worth families on investment strategies, financial planning, and estate planning. Will strives to provide clarity to client goals, and guidance on how to achieve those goals. Drawing on his experience and education, Will excels in distilling complex financial topics and client situations into simple, effective solutions. These solutions involve prudent asset allocation strategies and focus primarily on long term client goals including capital preservation, income generation, and peace of mind
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