William Barlow

William Barlow

Portfolio Manager

Senior Investment Advisor

CFA®

CIM®

Your vision of success will be central to how we will work together

Phone

Office

(905) 501-1918

Office Location

2020 Winston Park Drive Suite 301 Oakville, ON L6H 6X7. map

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Our Mission:

Working with a select group of businesses, individuals, and their families, we strive to provide personalized and comprehensive wealth solutions.

Our Advantage:
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.
 
About Us:
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.

Phone

Toll Free

(800) 382-4964

Branch Phone

(905) 815-5212

Branch Fax

(905) 829-2413

Certificates

CFA®

CIM®

Languages

English

Honest Straightforward Advice

Meet the GS Wealth Management Team