The content of this site is intended for U.S. residents. Please note that Nicola Wealth investment funds are generally not offered to U.S. residents at the present time. As such, the contents of this website should not be construed as an offer of any of Nicola Wealth’s investment funds to U.S. residents. Any information, statement or opinion set forth herein is general in nature, is not directed to or based on the financial situation or needs of any particular investor, and does not constitute, and should not be construed as, investment advice, forecast of future events, a guarantee of future results, or a recommendation with respect to any particular security or investment strategy or type of retirement account. Investors seeking financial advice regarding the appropriateness of investing in any securities or investment strategies should consult their financial professional.
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William believes successful relationships are built on trust, respect, and being accessible which are values he stands by for all his clients. With over ten years in the financial services industry, William works with Canadian physicians, dentists, and business owners to tailor bespoke financial strategies, encompassing tax, compensation, and estate planning—to help clients build wealth and achieve their family goals.
William is a graduate of Simon Fraser University with a Bachelor’s degree 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 has also earned the following designations:
William is a member in good standing of the following professional organizations and subscribes to their respective codes of ethics and rules of conduct:
Outside the office, you will find William road cycling, mountain biking, sailing, or practicing Muay Thai.
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.