CFP, CIM, BBA (Honours)
Associate Advisor, Kelowna
William is passionate about providing comprehensive wealth management solutions, tailored to each client’s situation and goals.
Based in our Kelowna/Okanagan office, William joined Nicola Wealth Management in March 2013.
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 Management, William also earned the following designations:
- Certified Financial Planner (CFP)
- Chartered Investment Manager (CIM)
- Life Licence Qualification Program (LLQP)
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.
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.