William (Will) started with IG Wealth Management in 2014 after graduating from the University of Guelph, then joined Brodie & Associates in 2016. He achieved his CERTIFIED FINANCIAL PLANNER^® (CFP) and RRC designations shortly thereafter.

Will excels at creating detailed, complex, technical financial plans with a focus on retirement planning, risk management, estate planning, and multi-generational wealth transfers. He is able to prepare and present plans that clients can easily understand, and that help them achieve their financial goals.

Will compliments Blair and the team with his skills, adding depth to the practice.