ABOUT ME

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Bill is the founder of Success Foundations and has over 26 years of experience working in the financial services industry. During this time, he gained extensive knowledge of banking, personal finance, investment and insurance.

Bill’s passion lies in developing deep client relationships and taking the worry out of your financial life so you can focus on what truly matters to you. Attention to detail, accuracy under pressure and conservative behavior in complex situations are hallmarks of his current popularity with his clients.

He is capably supported by a team of administration, technical and underwriting specialists who enhance his ability to build lifetime relationships with his expanding client base.

Bill is happily married to Mindy and they are proud parents of 2 enthusiastic children, Ryan and Jenna. Away from the business he enjoys working on his golf game, spending time with his family, travelling and has been an active member of the Canadian Armed Forces Reserve since 1996.

In addition to volunteering his time Bill has held numerous positions on the Board of Directors for many local non-profit and charitable organizations.

HOW I CAN HELP

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The ultra-high net worth investors have had the benefit of coordinated financial planning for years. However, the middle class and middle-class millionaires who need holistic planning the most have not benefited from this same level of service.

Being the most vulnerable to economic and legislative changes, the stakes are considerably higher with the risk of running out of money due to poor planning, particularly in retirement.

By creating the holistic plan, you will optimize all assets to work collectively towards your goals, while also reducing critical inefficiencies, including:

Gaps in coverage.
Overlap or overexposure in investments.
Tax inefficiencies and missed savings opportunities.
Failure to identify and reach your goals to provide the income you need throughout your lifetime.
Communication disconnect as you work to align various strategies between many professionals.
Improper or inconsistent investment strategies, or missing essential legal documents that can cost your loved ones significant time and money in the event of death or disability.

MY ROLE AS YOUR ADVISOR

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A professional financial advisor can help you set realistic goals and understand the investment products that make sense for your portfolio, and then help you monitor and understand how your investments have performed. With a trusted advisor and a financial plan tailored to your goals, you’re on your way to better financial health.

Click here to learn more about my role as your Advisor: