After successfully launching his career as a Financial Advisor with Sun Life Financial, Will is now in his third year as part of the Marlin Financial team. He is extremely pleased to fill the role of Marlin’s lead investment advisor, while still positioned to serve his clients in all areas of their personal financial planning. Will earned his Diploma of Financial Planning from the Canadian Institute of Financial Planning in March of 2010, before successfully challenging the Financial Planning Standards Council’s competency examination shortly thereafter in June.
Will is an active member, patron, and sponsor of the arts community - having served in the past on the Board of Directors of Theatre Kingston, Domino Theatre and the Kingston Arts Council. He has also sat as the Fundraising Chair for the Parent Council of J.R. Henderson Public, where his children, Alex and Emily, go to school. It sometimes proves to be a challenge, but he also enjoys spending a quiet evening with his lovely wife, Dianne, whenever he can.
Will is dedicated to helping his clients live comfortably, today and tomorrow, through a commitment to providing sound financial guidance and service suited to their personal needs. He is proudly building long-term client relationships on the cornerstones of trust, respect, expertise, and convenience.
Advocis, Member in Good Standing since 2007
613-354-9678 ext. 3
www.livecomfortably.ca
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