Bill believes in a ‘no pressure’ approach to sales and the way to assist his clients is to help them arrive at a decision by providing all the necessary and relevant information. This approach also leads to developing open and communicative relationships with his clients.
Throughout his 37 years plus year career with a ‘big 5′ bank, Bill helped clients define and meet their needs by creating custom solutions specific to their situations. During his career in retail and commercial banking he gained extensive experience, exposure and knowledge in customer relationships, negotiation, sales, leadership and finance.

Bill has taken many courses over the years on customer service and relationship building as well as sales and negotiations skills. He also obtained his Master of Business Administration degree and Fellow of Institute of Canadian Bankers designation.