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.
We See The Whole You
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.
Transfer of Wealth
Will and Estate Planning
Helping achieve what truly matters to you and your family.
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.