Bill is a Senior Wealth Advisor and Portfolio Manager with Scotia Wealth Management.Bill offers individuals, families and businesses fully integrated wealth solutions, with a focus on providing investment and financial planning services, Bill completed his Bachelor of Commerce (Hons) degree at the University of Manitoba in 1991 and earned his MBA from Regis University in 2008. In addition, Bill has been awarded the Canadian Investment Manager and Financial Management Advisor designations from the Canadian Securities Institute.Bill has been active in his community, having served over the years in a variety of volunteer roles at the Wildwood Community Centre, WSEU, Fort Garry North Hockey Association, Vincent Massey Collegiate and SJR. Bill has also invested his time as a Director of the Canadian Automobile Association, CAA Club Group and CAA Manitoba. More recently Bill joined the Manitoba District Council of the Canadian Investment Regulatory Organization (CIRO) where he is now serving as Chair. As Chair Bill is also represents the Manitoba District Council on the CIRO National Advisory Council, currently as Vice-Chair.
Listed skills include Insurance, Investments, Tax, Marketing Strategy, and 28 others.