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I am pleased to introduce a new member of our team – Jeff Waite, Associate Investment Advisor. Jeff is a Chartered Professional Accountant (CPA), has completed the Canadian Securities Course, and has practiced as a CPA for six years. He was born in Peterborough, graduated from Trent University, and raises his family here.
Karen Theobald and I are always looking for ways to improve our ability to take care of your financial health. With his background and expertise, you can feel confident that Jeff is ready and able to discuss your investments, and answer your questions, just as Karen and I do. Let me invite you to meet Jeff next time you come in. Like Karen and I, Jeff is here to serve you. Please join me in welcoming Jeff to our team.
~ Bill Shepherd
In the News...
For the latest commentary and analysis from our BMO Capital Markets Research Team, visit the Research Page of our website.
What Clients Say
"It's a welcomed breath of fresh air to work with an investment advisor who thinks "outside of the box". Bill's combination of experience, technical analysis and a user-friendly fee structure is more than a formula for success - it clearly puts him on your team. I have worked with Bill for many years and this new direction reflects his ongoing commitment to offering his clients the best."
Ian Sinclair, Toronto, Ontario
"Bill Shepherd has been our financial advisor for some time now and we have found him to be knowledgeable about current market trends and how they apply to our personal portfolio. He has been accessible and diligent in his dealings with us. His planning strategy has the individual's financial concerns and welfare first and foremost which promotes confidence in his abilities and makes for an all round good relationship."
Gordon and Patricia Vivian, Peterborough, Ontario
The opinions expressed above are those of the named client author and are in no way representative of the views of all clients. Client testimonials do not constitute a guarantee, warranty, or prediction regarding outcome of your investments.