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Bill Brown
CFP, CIM, FCSI, PDO

Address

1 First Canadian Place
38th Floor
Toronto, ON M5H 1H3

Languages

    English

My Background

Bill started and ran two businesses before joining Nesbitt Burns in 1996. Embracing the entrepreneurial spirit, Bill felt his best opportunity was in the burgeoning investment business and has never looked back. In his over 20 years as a professional Investment Advisor, Bill has not only built a successful book of business with a small and efficient team, he has kept up with the changing environment with numerous accreditations including Chartered Investment Manager (CIM), Fellow of the Canadian Securities Institute (FCSI), Certified Financial Planner ┬« (CFP), Partners, Directors and Senior Officers (PDO), and his Insurance and Options designations. Along with these certifications, Bill also earned the Vice President title in 2005. Additionally from 2011 to 2013, Bill took on the role of Manager of National Sales and was named Senior Vice President and Managing Director. Bill currently maintains a significant management role within his current branch. He was also a member of a group of senior managers and Investment Advisors who developed Nesbitt Burns’ strategy to define a great client experience. In 2013 he renewed his focus on helping his clients build, manage, and protect, their wealth. Bill attended Upper Canada College and then graduated from the University of Toronto. He is an avid sailor and hunter and enjoys all aspects of the outdoors, particularly being near water. He and his wife Sandy reside in North York, which is part of the GTA. They have three kids named Lauren, Andrew, and Kennedy.

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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.