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William Pao

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

  • 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.