Bill joined Raymond James in 2015 after working for 6 years with yourCFO Advisory Group. Bill believes that investors and advisors alike would be best served focusing on items which they can control such as focused diversification, a consistent approach to security selection, and maximizing the tax efficiency of portfolios. Bill received his Chartered Accountant designation in 1997 and his CFP designation in 1999. Before joining Raymond James, he spent 14 years with public practice accounting firms including Ernst and Young, KPMG, and a highly respected local C.A. firm in Victoria, BC. Most of Bill’s clients are medical and dental professionals, business owners, and individuals who appreciate the value and importance of consistent and tax efficient financial management.