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Bringing nearly 30 years of experience to the operational and advisory services of the Bayswater Group, Bill’s primary focus is on establishing and building durable client relationships. He is recognized as one of the top advisors in the country and has mentored many developing advisors over the years.
Bill studied Economics and Political Science at the University of British Columbia before working with RBC Dominion Securities for more than 28 years. He joined TD Wealth Private Investment Advice and created the Bayswater Group in 2017.
Bill holds the Chartered Investment Manager (CIM®) and Fellow of Canadian Securities Institute (FCSI®) designations. In 2008, he earned the Portfolio Manager designation, enabling him to offer discretionary portfolio management services to our clients.
A long-time resident of Metro Vancouver, Bill is deliriously happy to be married to Shelley and is the proud father of two sons.
Bill enjoys running, competitive hockey and good food. A former Chair of the Richmond Hospital Foundation and a member of the Rotary Club, Bill devotes much of his personal time to charitable work.
Branch Office: (604) 482-8400
Branch Fax: (604) 482-8427
Getting to know what truly matters to you is our top priority. Applying principles of behavioural finance allows me to dig deeper and understand your personality, your goals, your family, and your motivations.
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