William Pao

CFP, CIM,

Financial Advisor, Kelowna

William is passionate about providing comprehensive wealth management solutions, tailored to each client’s situation and goals.

Based in our Kelowna/Okanagan office, William joined Nicola Wealth Management in March 2013.

William is a graduate of Simon Fraser University with a Bachelor in Business Administration (Honours), with concentrations in Finance and Operations Management. As a student at SFU, he was a member of the inaugural Beedie Endowment Asset Management fund (BEAM) team, Canada’s largest undergraduate student-run endowment fund. He also interned at Dundee Capital Markets in Vancouver. During his time with Nicola Wealth Management, William also earned the following designations:

Certified Financial Planner (CFP)
Chartered Investment Manager (CIM)
Life Licence Qualification Program (LLQP)

William is a member in good standing of the following professional organizations and subscribes to their respective codes of ethics and rules of conduct:

Advocis – The Financial Advisors Association of Canada
FPSC – Financial Planners Standards Council

Outside the office, you will find William road cycling, mountain biking, sailing, or practicing Muay Thai.

Question & Answers

Retirement Dreams?

Sailing the Mediterranean with the company of close family and friends.
Drink of choice?

Kilkenny
Words my father taught me:

Slow down and do things right the first time around.