Bill prides himself on providing our clients with a transparent open line of communication to truly understand each client's individual needs whether that be for retirement, children's education, transitioning a career change or a personal business. Bill will work with you to help achieve your family's financial goals.
With over 25 years in the investment industry, Lu-Anne provides service and support with respect to all administrative requirements. Lu-Anne is committed to providing excellence in customer service, while maintaining efficiency and accuracy with each client interaction.
