Prior to working with FC Financial Group William was an outstanding and committed Financial Advisor for Power Financial Corp. in one of their regional GTA offices.  He built a large and solid asset book quickly and moved this portfolio over to FC Financial Group along with his employment, and hasn’t looked back since.  William’s drive and charisma has helped his business expand within the insurance, investment and mortgage business.  He is currently pursuing his AMP designation as well as his RIBO license to expand FC Financial’s in-house service offering to home and auto insurance.  William currently is the Director of the Preferred Advisor Partner Program at Mortgage-Cents and holds his Full Life License, Canadian Securities Designation and his Investment Funds License.

As an employee of First Canadian Financial Corp.,  William is committed to and will continue to provide his clients with constant superior service and advice.  William believes, as a central premise of social and economic life, that it is important for all individuals to achieve financial security.  William has developed a comprehensive and integrated approach to wealth management and estate planning.  This approach, combined with a high level of personalized service, advisory experience, tax expertise and  product selection has placed him as a leader in his profession.

His training and education has been specifically intended to provide clients with the highest quality of recommendations resulting in the creation of highly successful, comprehensive financial plans that are customized to peoples individual and business needs and goals.  Coupled with integrity and trustworthiness William will provide continuing life altering solutions, gaining a first class reputation in his community as well as among peers, building lifelong relationships that will grow and expand with his career and achievements. 

Financial Plans typically include Tax Planning, Estate Planning, Insurance Planning, Cash Management, Retirement Planning and Investment Planning.

“My Financial Mission is to create a plan that will help clients with their individual goals and objectives, thus ultimately providing a higher quality of life by increasing that person’s NET WORTH."

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