Senior Portfolio Manager At Scotia Wealth Management
CurrentBill is a seasoned financial professional with a passion for helping individuals and families achieve their financial goals. With a deep commitment to personalized service, Bill and his team work closely with their clients to understand their unique financial circumstances and aspirations. He believes in building strong, long-lasting relationships based on trust and transparency. Bill’s unwavering dedication to his clients’ financial wellbeing, coupled with his extensive experience and values driven approach make him a respected and sought after Senior Wealth Advisor and Portfolio Manager at Scotia Wealth Management.Bill earned a Bachelor of Commerce (Honours) degree from the University of Manitoba and a Master of Business Administration (Finance & Accounting) from Regis University. Bill has also earned the Canadian Investment Manager and Financial Management Advisor Designations.Bill is family oriented and believes in the importance of balancing his personal and professional life while making time to give back to the community. Bill and Lori are in their 30th year of marriage and enjoy as much time as possible with their three boys and two daughters-in-law. Bill has spent time on numerous boards and is currently Chair of the Manitoba Regional Council and Vice Chair of the National Committee of the Canadian Investment Regulatory Organization, the national self-regulatory organization that oversees all investment dealers, mutual fund dealers and trading activity on Canada’s debt and equity marketplaces. Bill is also a Director at the Misericordia Health Centre.