Focus: Strategic Initiatives & Brand Ambassador
Bill is focused on driving the firm’s growth through strategic initiatives, partnerships, mentoring and as a brand ambassador. He co-founded Matco Financial in 2006 and was the firm’s Chief Investment Officer until August 2018.
Bill has a wide depth of investment experience and has worked with private clients, institutions, trusts and non-profit organizations since 1979. He started his career with McLeod Young Weir Ltd, then went on to work for Royal Trust. Next, he became President and Director of Fiduciary Trust Company of Canada (formerly part of Bissett Investment Management). Bill graduated from the University of Alberta with a Bachelor of Commerce and holds the Chartered Financial Analyst designation.
Outside of the office, Bill enjoys golfing, travelling and fly fishing.