CFP, CIM, FCSI, PDO
Address1 First Canadian Place
Toronto, ON M5H 1H3
My BackgroundBill 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. Additionally from 2011 to 2013, Bill took on the role of Manager of National Sales. 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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