William is a Chartered Financial Analyst (CFA) Charter holder, Certified Investment Manager (CIM), and a CFP® professional who began his career in 1990. He is a current member of the Calgary CFA Society, former member of the Toronto Society of Financial Analysts (TSFA) and a Fellow of the Canadian Securities Institute (FCSI).
William graduated with a Bachelor of Arts in Economics from York University, and received his MBA (specializing in Financial Services) from Dalhousie University and the Institute of Canadian Bankers (ICB).
Will is deeply committed to helping clients meet their income needs in a tax efficient manner, while preserving and growing their capital for the long term.
He works with private clients, business owners, foundations and endowments, to ensure investment portfolios are managed against encroachment risk and withdrawal risk (the risk of drawing capital out of your portfolio to meet your income need, particularly during a declining equity market) while balancing that with managing longevity risk and inflation risk (the risk that you outlive your money or that your income doesn't keep up with inflation).
His background, both as a Financial Planner and as a Portfolio Manager, provides the knowledge to assist clients in achieving their objectives. Will has been described by his clients as a good listener who takes the time to explain and educate.