William (Bill) Green, CFP, CIM

Twice a month Bill offers his financial experience free of charge, to anyone that needs his services and does not have the ability to pay. To have your financial questions answered on a Free Advice Friday, email him at with the subject line "Free Advice Fridays" and include as much detail as possible with regards to your financial questions. Bill will answer your questions on the first and third Fridays of each month.

Bill is a Certified Financial Planner (CFP), and he holds his Chartered Investment Manager (CIM) designation, and he is a member of the Nazrudin project, an international advisory think-tank. Bill has over 25 years’ experience in the financial services industry and has worked for both small and large firms and with a large Canadian bank brokerage and their retail banking division.

Like his website Bill believes in the KISS principle and he provides simple easy to understand plain English solutions and advice.

For a more detailed description of the SERVICES OFFERED click here