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Bill has enjoyed over 20 years in the financial services and investment industry serving high-net-worth individuals, family offices and foundations.  As a Chartered Investment Manager, Bill strives to assist clients achieve their financial goals in a reasonable and predictable manner.

Bill uses his vast experience in wealth management and financial services to make his clients' ambitions a reality. Many of his clients seek not only to preserve and grow their own individual wealth, but wish to do the same for their future generations. Bill collaborates with renowned portfolio managers from around the world with established mandates and track records to ensure that their hard earned multi-generational wealth will be protected and grow in a predictable manner. He perceives a transparent, clearly defined investment process as the best means to help his clients achieve their investment goals and make their ambition a reality.

When Bill is not working, he has a very busy family life with his wife Gisela cheering on their youngest two kids in Hockey, Volleyball, Tennis and Baseball events throughout  Alberta, BC and Florida.  They also like to spend time at Lake of  the Woods in NW Ontario.

Cynthia has over 20 years of investment industry and financial services experience. Her primary role is client account administration with a strong knowledge of regulatory requirements within the industry. 

Cynthia will handle any inquiries or requests you may have in a prompt manner including administrative concerns, transactions in your accounts or questions regarding RSP, RIF or RESP contributions and withdrawals.

She is licensed to execute trading in equities, fixed income, mutual funds, and foreign currencies.

Lucio works with high net worth and ultra-high net worth families to establish a roadmap for their future financial success. Lucio has the ability to assemble a multi-disciplined team to develop innovative domestic and global solutions for our clients’ personal and business needs. Some of these solutions include banking, investing, estate and trust planning, tax minimization, education, business valuation, sale of a business and charitable giving.

Lucio has been in the financial services industry since 1994, holding senior positions with leading Canadian insurance, banking, investment and multi-family office firms.

Benjamin Tal is responsible for analyzing economic developments and their implications for North American fixed income, equity, foreign exchange and commodities markets. He also acts in an advisory capacity to bank officers on issues related to wealth management, household/corporate credit and risk. Benjamin is a regular commentator on financial and economic trends in the Canadian and American media.

Avery Shenfeld is Managing Director and Chief Economist of CIBC Capital Markets. He has been with CIBC since 1993 and is widely recognized as one of Canada's leading economists for his perceptive analysis and insight on economic developments and their implications for financial markets.

He is a repeat winner of the Dow Jones Market Watch forecasting award and has received awards for forecast accuracy on the U.S. and Canadian economies by Bloomberg Markets. He has also been consistently ranked as one of the top Canadian economists by institutional investors.

His prior background includes experience in management consulting. He was on the economics faculty at the University of Toronto and in the summer program at Harvard's John F. Kennedy School of Government. He has addressed numerous business groups and has been quoted in the media in the United States, Canada, Asia and Europe.

Dr. Shenfeld holds a PhD in Economics from Harvard University.