Bill serves as a resource to financial advisers — helping them understand client objectives, gather information and determine strategies for high-net-worth clients’ complex financial and wealth transfer goals.
With a focus on wealth transfer, Bill works with financial advisers to develop wealth management solutions for clients, including trust and estate, business succession, charitable and stock option planning.
Working with clients’ attorneys, accountants and other professionals, he implements strategies that meet clients’ financial objectives.
Website: www.rbcwealthmanagement.com | LinkedIn
