Bill Shepherd

My Background

I have been in the wealth management field since 1996, and what I have observed is that when it comes to people’s money, they want to be dealing with a qualified and experienced advisor. I have surpassed the required credentials and hold the Financial Management Advisor (FMA) designation. I have also obtained the designation Fellow of the Canadian Securities Institute (FCSI). Representing individual integrity and unrivalled professionalism, the designation Fellow of the Canadian Securities Institute (FCSI)^® is reserved for financial services professionals who have met the most exacting standards for industry experience, advanced education and solid endorsement from their peers and superiors. The FCSI designation is awarded to industry professionals whose superior training and experience exemplify excellence. It is recognized as the highest honor in the financial services industry. I have also completed the Canadian Securities Course, and Conduct and Practices Course. I have completed Level I and II Life Insurance which enables me to discuss any of your estate and insurance needs. In 2011, I received my Portfolio Manager status.