Performance figures for each account are calculated using time weighted rate of returns on a daily basis. The Composite returns are calculated based on the asset-weighted monthly composite constituents based on beginning of month asset mix and include the reinvestment of all earnings as of the payment date. Composite returns are as follows:

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William Pao

CFP, CIM, TEP


Position

Wealth Advisor

Client Relationship Manager


William Pao

CFP, CIM, TEP

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:

  • 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.