Bill draws on his broad experience as a Portfolio Manager and Senior Investment Advisor to provide comprehensive wealth solutions and advice to individuals, families and small business owners.
Bill has been with TD Wealth since 2009. He began his career as a branch manager of a major financial institution before joining a large wealth management firm as an investment advisor in 2001. A firm believer in continuing education, Bill holds the Certified Investment Manager (CIM®) and a Financial Management Advisor (FMA) designations.
For many years, Bill has been an active and valued presence in the Sarnia community. He was on the Board of the Sarnia Golf and Curling Club for six years, and is a Past President of the United Way of Sarnia Lambton, where he served on the Board for ten years. He is currently on the Board of Directors for the Sarnia Community Foundation.
Iron Bridge Wealth Management is a part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.