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William is a Wealth Advisor | Client Relationship Manager 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:
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.