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From Summerside, PEI to Calgary, Alberta, I have spent the last 23 years giving financial advice to clients. This experience gives me an in-depth knowledge base that enables me to provide custom solutions to meet clients' needs. I believe in a long term and discipline approach to wealth management while offering clients the full range of solutions including business transition, financial planning, insurance and estate planning.

Partnering closely with other professional in the accounting, banking, insurance and legal industry ensures my clients get accurate advice for their financial needs. Through CIBC Wood Gundy's strong relationship with CIBC, I can also provide his clients with preferred banking and lending facilities.

Born and raised in PEI, Will is the newest addition to the Pickard Financial Management Team.

Prior to starting his career in wealth management, Will spent four years in public accounting, where he worked with clients in variety of sectors across the province. During this time, Will successfully wrote the Common Final Examination and obtained his Chartered Professional Accountant designation. Will’s time in public accounting taught him the benefits of having a tax efficient wealth building strategy. He is a believer in the importance of having a “Big Picture” plan that brings all the unique aspects of a client’s situation to the table.

When not in the office, Will enjoys staying active and spending time with friends and family. He can often be found in the rink, at the golf course, or on the river. Will resides in Pleasant Grove with his wife, Kelsie and their son, Harrison.