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William Wealth is a fully independent, client-centric, boutique investment and insurance firm. We work with millennial, late-career, and newly retired accredited investors to identify and achieve client objectives, resulting in the creation and preservation of wealth.
*Please Note: Insurance services offered by William Wealth, through PPI, are separate from the securities business offered by William Wealth, through Designed Securities Ltd. Insurance services are regulated by Financial Services Regulatory Authority of Ontario (FSRA). Designed Securities Ltd. is regulated by the Canadian Investment Regulatory Organization (CIRO) and is a Member of the Canadian Investor Protection Fund (CIPF).
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