William (Will) started with IG Wealth Management in 2014 after graduating from the University of Guelph, then joined Brodie & Associates in 2016. He achieved his CERTIFIED FINANCIAL PLANNER^® (CFP) and RRC designations shortly thereafter.

Will excels at creating detailed, complex, technical financial plans with a focus on retirement planning, risk management, estate planning, and multi-generational wealth transfers. He is able to prepare and present plans that clients can easily understand, and that help them achieve their financial goals.

Will compliments Blair and the team with his skills, adding depth to the practice.

I started my career with IG Wealth Management in 1983, after graduating from Wilfrid Laurier University. I hold my CERTIFIED FINANCIAL PLANNER^® (CFP), Certified Professional on Aging (CPCA), and Registered Retirement Consultant (RRC) designations.

My mandate is to take the complexities out of clients’ lives, so they have peace of mind both now and in the future. I take pride in partnering with professionals, executives, business owners, foundations, and affluent families providing sophisticated financial, tax, and legacy planning. By understanding clients’ financial situations and future goals, I can focus our resources on helping clients achieve, grow, protect, and preserve their wealth.

“There is no greater sense of accomplishment than knowing I have had the chance to impact my clients’ lives and their legacy.”