Working with a select group of businesses, individuals, and their families, we strive to provide personalized and comprehensive wealth solutions.
We are supported by the resources available at TD and can collaborate with TD specialists with expertise in areas from investment management to estate and retirement planning to provide personalized wealth strategies to our clients and their families.
Will has held various positions at financial firms in the United States, Ireland, and Canada. Will holds a degree in finance from the State University of New York and is a CFA charterholder. In addition, Will holds the Chartered Investment Manager designation through the Canadian Securities Institute, is a Life Insurance Advisor through TD Wealth Insurance Services, and can provide enhanced income and risk management strategies through his expertise and licensing in options. Prior to joining the financial world, Will played five years of professional hockey in the United States, culminating in a President's Cup championship while serving as his team's captain. Will resides in Mississauga with his wife and three boys.