Bill has spent his entire career in professional services, honing the skills necessary to help clients with all facets of their wealth. He takes pride in building strong relationships with his clients, which allows him to better advise them through the different stages of their life. Working collaboratively with the other members of the Chronicle Team, Bill designs a financial roadmap specifically tailored to each client and their unique goals. His client’s feel at ease knowing each year they are one step closer to achieving their goals.

Before joining Chronicle Wealth, Bill spent the first part of his career working for BDO Canada. During his time in public practice, Bill worked predominately with private business owners, whom he advised on a wide range of personal and corporate tax planning matters. The experience Bill earned designing and implementing tax strategies provides a strong foundation for the support that he now provides to his clients.

Bill played NCAA baseball at Wayne State University in Michigan, where he was the team’s closer in his final two seasons. Always a student/athlete, he earned an undergraduate degree in accounting before coming back to Canada to pursue his Chartered Professional Accountant (CPA) designation. Not stopping there, Bill opted to specialize in tax and completed levels I, II, and III of the CPA In-depth Tax Program, earning his Tax Specialist certification. Bill also holds his Chartered Life Underwriter (CLU) designation.

Outside of the office, Bill is an avid sports fan and a father of three young boys. When he isn’t busy chasing his three sons around, Bill enjoys golfing, keeping up with the Jays and Leafs and exploring new restaurants around the city with his wife, Kristen.