Bill is Aviso Wealth’s founding CEO, since his appointment by the Board in 2018. His commitment to strengthening Canada’s cooperative financial sector 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 credit unions and for other 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 and CEO and on the board of a number of publicly and privately held 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.