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Bill Shepherd

Address

311 George Street North
Peterborough, ON K9J 6Y5

Languages

    English

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.

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BMO Private Wealth is a brand name for a business group consisting of Bank of Montreal and certain of its affiliates in providing private wealth management products and services. Not all products and services are offered by all legal entities within BMO Private Wealth. Banking services are offered through Bank of Montreal. Investment management, wealth planning, tax planning, and philanthropy planning services are offered through BMO Nesbitt Burns Inc. and BMO Private Investment Counsel Inc. Estate, trust, and custodial services are offered through BMO Trust Company. BMO Private Wealth legal entities do not offer tax advice. BMO Trust Company and BMO Bank of Montreal are Members of CDIC.

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Bank of Montreal, BMO Private Investment Counsel Inc. and BMO Trust Company are not Members of the Canadian Investor Protection Fund.