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Toll Free: 1800-748-4014
311 George Street N
P.O. BOX 95
"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.