Tel: 905-662-2280

Address

BMO Nesbitt Burns
120 King Street West
Suite 1040
Hamilton, ON
L8P 4V2
Map

Contact Us

About Us

William Maier BA, PFP, Wealth Advisor

Tel: 905-662-2280
Toll Free: 1-866-269-6591

Email: william.maier@nbpcd.com
Connect with me on LinkedIn

For more than 15 years, I've managed investment accounts for families, business owners, charities and Government entities seeking to protect - and grow - their hard-earned wealth. I take a disciplined and consistent approach to assist families in creating multi-decade and multi-generational strategies, in order to help my clients achieve their financial goals for retirement, tax and estate planning, insurance needs, wealth transfer/inheritance, legacy planning and lifestyle needs.

As a Professional Financial Planner (PFP), I provide independent guidance; meet with my clients regularly to help keep them informed and confident in their long-term planning. I make myself available as a reliable and knowledgeable resource for all their financial needs; and have access to a team of experts, to ensure that the approach I take for all clients is holistic.
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Lori Fuciarelli
Associate Investment Advisor

Tel: 905-662-4904
Fax: 905-662-2030
Toll Free: 1-866-269-6591

Email: lori.fuciarelli@nbpcd.com

Lori works hard to provide our clients with execellent level of service.  Lori takes the lead on booking our reviews and managing our day to day administration needs.