Bill has developed a conservative approach to client portfolios, with a focus on capital preservation and building income generating retirement portfolios. As a Portfolio Manager, he is able to offer his clients discretionary portfolio management services in addition to professional investment advisory services.
After graduating from McGill with a Bachelor of Arts degree, Bill joined Odlum Brown in 1994. Bill received his Associate Portfolio Manager designation in 2002 and became a Portfolio Manager in 2013. During his time at Odlum Brown, he worked closely with Investment Advisor, Philip Perceval, until Philip’s retirement in 2006.
Outside of work, Bill was a past board member of the Vancouver Playhouse (1998 – 2004) and the Vancouver Wine Festival (1998-2004).