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William Green, CFP, FMA, FDS, CIM
William (Bill) Green has been in the financial and estate planning business for over 25 years. He is a Certified Financial Planner (CFP), Financial Management Advisor (FMA), and a Financial Divorce...vizualizați mai multeWilliam (Bill) Green has been in the financial and estate planning business for over 25 years. He is a Certified Financial Planner (CFP), Financial Management Advisor (FMA), and a Financial Divorce Specialist (FDS). He also holds his Chartered Investment Manager (CIM) designation and is one of only a handful of Canadians who is a member of the Nazrudin Project, an international advisory think-tank of financial planners, psychologists and other professionals dealing with the emotional and psychological aspects of money and money management.
Since he started in the financial services industry, he has worked for both small and large independent firms and with a large Canadian bank brokerage and their retail banking division. He now works as an independent advisor and consultant. He currently provides insurance solutions, fee only, hourly financial and estate planning advice to his clients and other advisors from his home in Muskoka, Ontario. He enjoys many outdoor activities including canoeing, kayaking, fishing, hiking, cross-country and downhill skiing. He can be reached through his website at www.billgreen.cavizualizați mai puține