Investment Approach
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.
Background
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. Bill continues to offer his clients the benefits of a team approach with fellow Investment Advisor, Brian Webster.
Outside of work, Bill was a past board member of the Vancouver Playhouse (1998 – 2004) and the Vancouver Wine Festival (1998-2004).