Bill Coxford

Portfolio Manager

Address

BMO Nesbitt Burns
1959, 152 Street
Suite 270
White Rock, BC
V4A 9E3
Map

Contact Us

Business Owners


Preserving the legacy you have built

As an entrepreneur, you have likely worked very hard, made sacrifices and taken risks to build a successful business.
 
Our role is to help you to:
  • Build your business,
  • Invest wisely to protect your family’s financial future without relying solely on that business,
  • Plan a smooth succession and transfer or divestiture,
  • Translate your proceeds into income that fuels a great lifestyle, and
  • Ensure that your next generation is educated and mentored to respect your assets and practice sound stewardship when the time comes to inherit your wealth.
 

Why we focus on advising business owners

Most of our clients own successful family businesses. They range in size and complexity from large home building and development enterprises to technology, biotech and logistics firms and small hospitality companies, yet their concerns are largely the same.
 
Our principal, Bill Coxford, studied entrepreneurship in university and has always been interested in business and what makes some companies successful. When making investment decisions, Bill digs deeply into businesses to determine whether or not they are likely to grow in the future.
 
We thrive on addressing the complex financial needs of business owners. It’s fun and rewarding to work with entrepreneurs, and we have the acumen, sophistication, experience and breadth of BMO resources to solve their challenges. Once we obtain a complete knowledge of you and your business or practice, we can assist you with the following considerations.