Under Bill’s leadership since its launch in 2018, Aviso Wealth has emerged as a leading wealth services provider to the Canadian financial industry. Bill’s commitment to building a more diverse, healthier wealth management ecosystem benefitting all Canadians, and his experience building market leaders, make him a natural fit to lead the organization. Bill provides strategic insight into the challenges and opportunities for independent financial organizations, along with a clear vision for how Aviso Wealth can help its partners thrive in a fast-changing business environment.
Prior to his current role, Bill was CEO of Qtrade Financial Group and Executive Managing Director, Wealth Management and Life and Health Insurance, Desjardins Group. Bill has also served as President, CEO and/or Chair as well as Director of various independent investment dealers and asset management companies. Throughout his career, Bill has established a strong record of delivering sustained revenue and earnings growth for shareholders.
Bill is a board member of The Investment Funds Institute of Canada, and has previously held director roles with other industry bodies, including The Canadian Securities Institute, Canadian Investment Protection Fund, The Investment Industry Association of Canada, and Investment Dealers Association of Canada (now IIROC), where he was Chair from 2001 to 2002.
A Chartered Accountant, Bill earned a Mathematics degree from the University of Waterloo.