Bill brings with him over 45 years of experience in financial services, the first half of which was devoted to the institutional business and the second focused on private clients. Prior to joining Bellwether in November 2008, Bill was associated with Valern Investment Management Inc. in Oakville, Ontario, where he specialized in private client discretionary portfolio management.
Bill started his career at United Corporations, a closed-end publicly traded investment company. There he was involved in creating the Royfund with Royal Bank of Canada; this was one of the original Canadian bank owned mutual funds. After 14 years with United, he moved to Morgan Trust to initiate their investment department.
In 1981 Bill joined National Trust to manage pension funds in Eastern Canada. He moved from Montreal to Toronto with National where he was invited to join the central management group. After nearly 30 years on the institutional side of the business, he decided to focus his financial acumen on personal money management for high net-worth investors. Bill is well known by his clients for his experience and effective communications. He prides himself on getting to know each of his clients personally, and garnering their trust to allow him to manage their overall Worth appreciation.
Bill holds a Commerce degree from Concordia University, and he did post graduate studies in Business Administration at McGill University, in Montreal. He joined the Board of Directors of the International Federation of Technical Analysts in 1992 and became Treasurer of the Federation in 1998. In 2004 he was elected to a 3-year term as Chairman of the Board of Directors, and subsequently served as a Director. The Federation represents over 7,000 analysts in 26 countries worldwide.
He has been wed to Gail for 43 years, and they have 3 married children and several grandchildren. His recreational interests are downhill skiing, badminton, paddling in Hawaiian outrigger canoes and wilderness tripping. As a member of the Golden Masters division of Team Canada, he along with 11 team members won a Bronze medal at the 2008 World Outrigger Canoe Sprint Championships in Sacramento, California.