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Lori Kilburn
Bill Coxford
Nikki Zivin
Jamie Wilson

1959, 152 Street
Suite 270
White Rock, BC
V4A 9E3

Bill Coxford

Portfolio Manager, Financial Planner

Tel: (604) 535-4314

Fax (604) 535-4349


Bill brings 17 years of industry experience to his role as a Portfolio Manager. His big-picture view allows clients to identify their needs and then focus on execution to ensure the plan succeeds. In developing Comprehensive Wealth Management Plans, complex estate, business succession and tax plans, Bill is able to boil down the elements involved and explain them in an easy-to-understand manner.

Bill holds a Bachelor of Commerce Degree from the University of Victoria specialising in Entrepreneurship and Small Business. He has attained his designation of Portfolio Manager and has had the CERTIFIED FINANCIAL PLANNER® designation since 2003. More recently Bill has completed his Derivatives Fundamentals Course and is a Chartered Investment Manager
. Bill is also a Life Insurance Advisor for BMO Nesbitt Burns Financial Services Inc.