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Professionals you can trust

With over ten years in the financial services industry, William collaborates with Canadian physicians, dentists, and business owners to tailor bespoke financial strategies encompassing tax, compensation, and estate planning. His aim is to assist clients in building wealth and achieving their family goals.

William is a graduate of Simon Fraser University with a Bachelor of Business Administration (Honours), specializing in Finance and Operations Management. During his time at SFU, he was a member of the inaugural Beedie Endowment Asset Management fund (BEAM), Canada’s largest undergraduate student-run endowment fund. Additionally, he interned at Dundee Capital Markets in Vancouver. Throughout his tenure with Nicola Wealth, William has earned the Certified Financial Planner (CFP®), Chartered Investment Manager (CIM®), Life Licence Qualification Program (LLQP), and Trust and Estate Practitioner (TEP) designations.

A member in good standing of Advocis – The Financial Advisors Association of Canada and the Financial Planners Standards Council, William subscribes to their respective codes of ethics and rules of conduct.

William believes successful relationships are built on trust, respect, and being accessible which are values he stands by for all his clients. 

Overview

William Pao

Client Relationship Manager

Wealth Advisor

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The content of this site is intended for U.S. residents. Please note that Nicola Wealth investments 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 as an offer of any of Nicola Wealth’s investments 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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