Financial Advisor
Current
Jun 2018 - Present
AeroLeads people directory · profile
Bill Thomlinson Email & Phone Number
Financial Advisor at Raymond James Ltd.
at
Raymond James Ltd.
1 work email found
@raymondjames.ca
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✓ Verified May 2026
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Current company
Role
Financial Advisor at Raymond James Ltd.
Location
British Columbia, Canada, Canada
Who is Bill Thomlinson? Overview
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Quick answer
Bill Thomlinson is listed as Financial Advisor at Raymond James Ltd. at Raymond James Ltd., based in British Columbia, Canada, Canada. AeroLeads shows a work email signal at raymondjames.ca and a matched LinkedIn profile for Bill Thomlinson.
Bill Thomlinson previously worked as Financial Advisor at Raymond James Ltd. and Chief Operations Officer at Tempered Investment Management Ltd.. Bill Thomlinson holds Mba, Finance from Schulich School Of Business - York University.
Company email context
Email format at Raymond James Ltd.
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{first}.{last}@raymondjames.ca
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Profile bio
About Bill Thomlinson
In his 25-year investment career Bill has worked for investment management companies large and small, in Toronto, Calgary, and Vancouver. As a full-service advisor, he cares directly for families by helping them invest and plan wisely. He can help solve complex issues such as charitable giving, elder transition, generational wealth transfer, and US cross-border financial management.He is a registered portfolio manager through Raymond James Ltd. in British Columbia and Ontario, and a registered investment advisor through Raymond James (USA) Ltd. in the United States./*********/Raymond James Ltd. Social Media disclaimer: http://bit.ly/1nspoNnRaymond James (USA) Ltd. is a member of FINRA/SIPC. Raymond James (USA) Ltd. advisors may only transact business with residents of the states and/or jurisdictions for which they are properly registered. Investors outside the United States are subject to securities and tax regulations within their applicable jurisdiction that are not addressed on this site. www.rjlu.com
Listed skills include Asset Management, Portfolio Management, Investments, Mutual Funds, and 7 others.
Current workplace
Bill Thomlinson's current company
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5 roles
Bill Thomlinson work experience
A career timeline built from the work history available for this profile.
Chief Operations Officer
Tempered Investment Management Ltd.
Responsible for new product development and institutional marketing, oversight of Trading and Compliance personnel, and operations systems.
Aug 2015 - May 2018
Hedge Fund Due Diligence
Kcs Fund Strategies Inc.; Thomlinson Fund Intelligence Corp.
Wrote operational due diligence research on hedge fund and other complex products to Canadian securities dealer firms. Specialized in KYP, risk ratings, and performance measurement consulting.
Nov 2011 - Jul 2015
Vp, Product Analysis
Founded the Mutual Fund and ETF product research areas for Raymond James Canada, and initiated and maintained the Mutual Fund Focus List. Initiated the Product Review Committee, with responsibility to review all new hedge and OM-sold funds, mutual funds, linked notes, and other products. Managed in-house Separately Managed Fund Wrap program.
Dec 2005 - Oct 2011
Sep 1994 - Aug 2003
2 education records
Bill Thomlinson education
Mba, Finance
Ba, Economics, English
FAQ
Frequently asked questions about Bill Thomlinson
Quick answers generated from the profile data available on this page.
What company does Bill Thomlinson work for?
Bill Thomlinson works for Raymond James Ltd..
What is Bill Thomlinson's role at Raymond James Ltd.?
Bill Thomlinson is listed as Financial Advisor at Raymond James Ltd. at Raymond James Ltd..
What is Bill Thomlinson's email address?
AeroLeads has found 1 work email signal at @raymondjames.ca for Bill Thomlinson at Raymond James Ltd..
Where is Bill Thomlinson based?
Bill Thomlinson is based in British Columbia, Canada, Canada while working with Raymond James Ltd..
What companies has Bill Thomlinson worked for?
Bill Thomlinson has worked for Raymond James Ltd., Tempered Investment Management Ltd., Kcs Fund Strategies Inc.; Thomlinson Fund Intelligence Corp., and Mackenzie Financial.
How can I contact Bill Thomlinson?
You can use AeroLeads to view verified contact signals for Bill Thomlinson at Raymond James Ltd., including work email, phone, and LinkedIn data when available.
What schools did Bill Thomlinson attend?
Bill Thomlinson holds Mba, Finance from Schulich School Of Business - York University.
What skills is Bill Thomlinson known for?
Bill Thomlinson is listed with skills including Asset Management, Portfolio Management, Investments, Mutual Funds, Investment Strategies, Investment Management, Alternative Investments, and Product Development.
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