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 in addition to professional investment advisory services.
Building Long-Term Relationships
Bill’s relationships with his clients are at the center of his business. He focuses on developing long-term relationships built on trust, and provides information and advice based on your personal situation. Working with many busy professionals and business owners, Bill’s portfolio management approach allows his clients to focus on what matters most to them.
Helping You Reach Your Goals
Bill will work with you to craft your investment strategy and spend time discussing your ability and willingness to take on risk. Understanding your risk tolerance is very important to Bill, and he recognizes that your level of tolerance will often evolve over time.
About Bill Weaver
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. He worked closely with Odlum Brown Investment Advisor Philip Perceval until Philip’s retirement in 2006. In 2022, Bill was recognized among BC’s “Best in Province” by Canada’s Top Wealth Advisors, presented by The Globe and Mail. Bill is currently a member of the firm’s Board of Directors and Executive Committee.
Outside of work, Bill was a past board member of the Vancouver Playhouse (1998-2004) and the Vancouver Wine Festival (1998-2004), and supports Covenant House Vancouver. He enjoys travelling