Bill has been providing trusted investment advice for almost 20 years in Peterborough and the Kawarthas.

He helps families with their unique wealth management needs, by offering clients a wide range of Investment and Insurance*products, suited to meet their specific needs. Helping clients plan for retirement, and reaching many of their other financial dreams; whether it be the ability to send children or grandchildren to university/college or buying that second property – perhaps that once dreamed about family cottage.

Over the past two decades, Bill has successfully guided families through a number of challenging times. These challenging times often present some of the best long term investment opportunities.

Bill and his family are active members of the Peterborough community.  Bill was honoured to have served two terms as a board member of Showplace, and just participated in “Walk a Mile in Her Shoes” to end domestic violence, where The National Bank/National Bank Financial team was one of the top fundraisers.

Bill and his wife, Maureen can usually be found at 5:30am starting their day at the Peterborough Sports & Wellness Centre.  Bill and his 3 sons all love to play hockey and golf.  During the summer, the family escapes to beautiful Catchacoma Lake.

Bill is very fortunate to have the administrative support of Angela Hennessy in helping investor’s dreams come true.

*Offered through National Bank Financial Financial Services (NBFFS) who is a wholly owned division of National Bank Financial (NBF).