Bridge with Bill Today
Meet Bill
A Carman native and former golf professional, Bill North has been helping members sleep better at night knowing that they are being taken care of with sound advice since 2007.
Bill is passionate about financial planning and being able to help his members achieve their goals, taking the time to clarify those goals and any concerns before following through to completion. Bill believes that comprehensive financial planning is not a one size fits all solution so he tailors his strategies to fit the needs of all members; from the novice investor just starting out, to the more complex investor who’s got some experience under their belt.
- Areas of expertise: Estate planning, retirement planning, education planning, holistic financial planning
- Credentials: Responsible Investment Specialist (RIS), Certificate in Financial Services Advice, Certificate in Advanced Financial Advice, Mutual Funds Investment Specialist with Aviso Financial Inc.
- Spoken Languages: English