William brings a unique blend of technical tax expertise and deep investment acumen to support high-net-worth individuals navigating cross-border complexities. With CPA designations in Alberta and Massachusetts and credentials as a Chartered Alternative Investment Analyst (CAIA) and Financial Risk Manager (FRM), William offers clients well-rounded, holistic guidance that considers the full scope of their financial picture.

Before transitioning into tax, William built a strong foundation in finance and investments—an experience that continues to shape his ability to craft integrated strategies for US citizens abroad. His dual background allows him to align tax, estate, and investment planning across jurisdictions, delivering strategic and responsive advice.

William is guided by a commitment to integrity, clarity, and responsiveness. He thrives on solving complex problems and is especially passionate about cross-border tax planning, where he helps clients understand and manage the nuances of multi-jurisdictional compliance and wealth preservation.

Outside of the office, William stays rooted in his financial interests by exploring global markets and behavioural finance. He also enjoys hiking in the Rockies, discovering new cuisines, and spending quality time with family and friends.