Bill is an honours graduate of the University of Western Ontario. He has more than 20 years experience in the private banking and trust industry and has held senior management and investment advisory positions in an employeeowned private corporation and several major Canadian financial institutions.

Bill has worked on teams from New York, Los Angeles, Geneva, Guernsey, Barbados and Cayman. He applies a simple common sense approach to the complex issues of estate and succession planning, insurance, international investment, trusts and corporations. In his current role he assists high net-worth individuals and corporations in the development of tailor-made solutions through "Canadian" tradition and "Global" imagination. Please contact Bill for more information.