CFP, CIM, TEP
Financial Advisor, Kelowna
William is a Financial Advisor in the firm’s Kelowna office. He is passionate about providing comprehensive wealth management solutions, tailored to each client’s situation and goals.
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, William also earned the following designations:
- Certified Financial Planner (CFP)
- Chartered Investment Manager (CIM)
- Life Licence Qualification Program (LLQP)
- Trust and Estate Practitioner (TEP)
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
Sailing the Mediterranean with the company of close family and friends.
Drink of choice?
Words my father taught me:
Slow down and do things right the first time around.