255 Queens Ave.
Vice-President, Senior Wealth Advisor
Tel: (519) 646-3003
|Toll Free: 1-800-265-4195|
|Connect with me on LinkedIn|
|Bill joined Burns Fry, another BMO Nesbitt Burns predecessor firm, in 1995. Bill and his wife, Julie, have 2 children - Nicole and Stephen - both of whom work with the team.
Bill completed the Canadian Securities Course and the Conduct and Practices Exam in 1995. He is a Life Insurance Advisor with BMO Financial Services Inc. and has completed the Professional Financial Planning Course. He has completed the Wealth Management Techniques course offered through the Canadian Securities Institute, which has led to the Financial Management Advisor (FMA) designation. Bill is an accredited Senior Wealth Advisor and is a Vice-President of BMO Nesbitt Burns.
Bill is a enjoys hockey, tennis and golf. He is founding member of Accrued Interest - a classic rock band that has performed at various local venues to raise funds and awareness for local charities.