Bill has more than 20 years of experience in the financial services industry. Prior to joining Dalrymple Wealth Counsel of Raymond James Ltd. in 2018, he was Chief Operations Officer for an investment management firm specializing in global equities. Prior to that, he was a fund risk management analyst and consultant, conducting due diligence research on hedge funds and helping advisors select the best mutual funds in Canada for their clients.
He first received his Portfolio Manager registration in 2009. He is a past member of the Canadian Mutual Fund Awards Committee, and has spoken at conferences for RISK and Structured Products magazines.
Bill holds a Master’s degree in Business Administration (Finance) from the Schulich School of Business at York University, and a Bachelor of Arts degree in Economics and English from the University of British Columbia.