Our Team

For over 30 years Bill has been helping his clients set goals, manage their challenges and opportunities, and matching their “life needs” to their financial resources.  With a focus on Retirement Income Planning the relationship with his clients typically begins when they are plus or minus 10 years on either side of their retirement date.  

Bill understands the unique challenges facing today’s retirees and those soon to be retired.  He is passionate about Retirement Income Planning which is often when financial planning gets quite complicated, and the consequences of a mistake are serious.  Working with a team (yours or ours) of highly skilled professionals is key to providing high-quality advice and integrated wealth management solutions that simplify and enhance the quality of his client’s lives.

Bill has developed and refined a process that puts all the pieces of the financial puzzle together for his clients.  His Retirement Blueprint Process delivers peace of mind to his clients so they can sleep well at night.  

Bill, his wife Suzanne, and their dog Ferris (also their CFO = Chief Fitness Officer) live in the far west end of Ottawa.  He is an avid fan of both Formula 1 and soccer, enjoys golf and curling, and is a struggling woodworker.  They have two 20-something daughters and are expecting their first grandchild in July 2023.