BMO Nesbitt Burns
1959, 152 Street
White Rock, BC
W.J. (Bill) Coxford, BComm, CIM®, CFP®
Bill Coxford may not be a great golfer, but he is a great Portfolio Manager and Financial Planner. He brings more than 20 years of experience advising affluent business owners and families on their investments and wealth planning. Positive, compassionate, approachable, charismatic, humble and down to earth, Bill attracts likeminded clients and builds very enjoyable working relationships with them and his team.
Bill holds a Bachelor of Commerce in Entrepreneurship from the University of Victoria as well as the Chartered Investment Manager (CIM®) and Certified Financial Planner (CFP®) designations. Prior to joining BMO in 2006, Bill was a Financial Consultant at Investors Group. Bill has completed the Derivatives and Fundamentals Course with the Canadian Securities Institute but uses options only in the context of ETFs.
Bill has served his community in several ways. He is a former member and Chair of the White Rock Christian Academy and a former member of their Finance Committee. Bill is actively involved with Village Church, where he leads a community group and has coached youth sports, including lacrosse, soccer, hockey and rugby.
Bill and his wife have two girls and two boys. Their eldest daughter is entering UBC and looks forward to playing varsity basketball. Their eldest son is in high school and shows promise as a golfer. Their younger son is a big water polo player currently in middle school and their youngest daughter is a primary schooler who shows talent in soccer and basketball. Together, Bill and his active family are happy when sking or boating and spending time at their cabin on the Sunshine Coast.