Conservative in nature, Bill’s primary objective is to protect a client’s assets. Investment activities are based on the client’s reasonable expectations of a return on investment.
All investment opportunities presented by Bill are with complete respect for the client’s assets and the belief that the client respects and understands the investment executive’s role and recommendations at all times.
Bill offers over thirty years of experience as a securities investment advisor specialising in fixed income securities, equity portfolios and debt holdings. He earned an F.C.S.I (Fellow of the Canadian Securities Institute) accreditation during a two-year program. He graduated from Queen’s University, Kingston in 1976.