William Pao

With over 15 years of experience, William helps business owners, incorporated professionals, and affluent families navigate complex financial decisions with clarity and confidence.

William takes a comprehensive, integrated approach to financial planning, aligning tax strategies, estate planning, business succession, and investment management into a cohesive strategy tailored to each client's long-term goals.

Trust is central to William's practice. He is known for building long-standing relationships grounded in transparency, thoughtful communication, and practical advice. By collaborating with clients and their professional advisors, he ensures financial decisions are coordinated and aligned across all aspects of a client's financial life.

A core focus of his work is helping clients diversify beyond traditional asset classes, incorporating alternative investments to enhance portfolio resilience and manage risk. Based in Kelowna, B.C., William serves clients across Canada through every stage of wealth creation, preservation, and transition, with a focus on long-term, multigenerational outcomes.

William holds a Bachelor of Business Administration (Honours) from Simon Fraser University. He has earned the Certified Financial Planner (CFP®), Chartered Investment Manager (CIM®), Life Licence Qualification Program (LLQP), and Trust and Estate Practitioner (TEP) designations.