Bill joined ZLC Financial Group in December of 1999. Bill is a Chartered Accountant and has worked in the financial services industry since 1991. Bill’s extensive experience has given him clear insight into the diversity of the personal financial services industry allowing him to meet his clients’ unique individual requirements. Bill’s strong focus on customer service along with his genuine interest in his clients’ needs has earned him the respect of his clients as well as the professionals, insurance and wealth management companies he now works with.
A consummate professional, Bill applies his expertise to assist each client in preparing and maintaining a uniquely balanced financial portfolio. All aspects of investment and individual insurance planning are examined.
Bill works with his clients to set and achieve long and short-term financial goals. Maximizing and protecting retirement savings, creating sustainable retirement incomes, tax effectively saving for a child’s education, saving for the purchase of a home, or recreational property, or passing funds along to the next generation are some of the more common issues encountered.
As a Chartered Accountant, Bill seamlessly integrates with each client’s advisory team. Working effectively with accountants, lawyers and other advisory team professionals, Bill helps to ensure smooth implementation of all recommendations.
Bill is an independent advisor; he works for his clients…not a financial institution.