Bill Hellyer

Bill Hellyer

Senior Investment Advisor

CIM®

B.Comm.

CFP®

Working together to help you achieve what truly matters to you

Phone

Office

(250) 614-2908

Office Location

400 Victoria Street Suite 390 Prince George, BC V2L 2J7. map

As an experienced Investment Advisor, Bill understands making decisions that affect your life is a deeply personal experience. As your priorities and goals evolve, Bill will stay in tune with your needs and help ensure you're on track to achieve the future you envision for yourself.

Bill will review your financial picture to develop strategies designed to help you grow your net worth. His portfolios are guided by an investment philosophy based on understanding your goals, disciplined planning, insightful advice and effective risk management. This philosophy helps him with his objective of providing strong and stable growth of your assets in a wide range of market conditions. He delivers proactive and personal advice, working closely with you to make key decisions about your portfolio in line with your goals.

Phone

Toll Free

(866) 230-3188

Fax

(250) 561-1735

Branch Phone

(250) 614-2941

Branch Fax

(250) 561-1735

Certificates

CIM®

B.Comm.

CFP®

Languages

English

Community Involvement

TD Tree Days

Discovery Process

Your family tree

A deep understanding of your vision and values and those that matter most to you.

Your financial picture

We'll review your financial picture to develop strategies to grow your net worth.

Your wealth personality

A questionnaire that uncovers your wealth personality and your financial blind spots.

Yarish & Hellyer Wealth Management

Bill is proud to be part of Yarish & Hellyer Wealth Management, a team of qualified, dedicated and experienced professionals. This dynamic team brings over 40 years of combined advisory and investment industry experience. The group specializes in serving the needs of business owners, professionals, retirees and widows. Yarish & Hellyer Wealth Management is a part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.

Our Services

Your goals are our priority so when you work with us, you have access to experienced professionals across all our products and services. Whether you need answers about wealth strategies, retirement planning or transfer of wealth, we're here to help.

Helping achieve what truly matters to you and your family.

Our wealth solutions focus on four key areas in order to ensure you receive a personalized wealth plan you can feel confident in.

Build net worth: We can help you build your net worth by developing effective strategies and investment solutions that align to your needs, even as they evolve.

Protect what matters: By leveraging the expertise of TD specialists, we can integrate strategies to help you protect what matters to you most at every life stage.

Implement tax-efficient strategies: We can work with you to help create and structure your accounts to help reduce tax exposure while keeping income available for when you need it.

Leave a legacy: Your legacy is important to us. We’ll help you create a plan that provides for your top priorities and optimizes the transfer of your wealth.