Bill Black CExP, CFP®, CIM, CEA

Wealth Advisor

With over 25 years of planning experience, Bill works with business owners and their families to grow and protect their wealth.  Bill maintains several designations including a Certified Exit Planner (CExP™), Certified Financial Planner (CFP®) and is a member of the Canadian Tax Foundation. 

As a business owner himself, Bill has a deep understanding of what’s important when planning for the future.  As a certified member of The BEI Network of Exit Planning Professionals™, Bill provides an established, systemized process that helps Business Owners with their business-transition planning.  Bill provides business owners with a clear path to realize the value of their life long legacies. 

Bill is a dedicated volunteer.  He is a past President and board member of the Rotary Club of Owen Sound, and currently sits on the Camp Presqu’ile committee raising funds to send children to summer camp. Bill also chairs International Service for the club and is currently working with a school in the Dominican Republic. Bill believes in working to bring out the best in everyone.

Away from the office, you may find Bill riding his motorcycle, woodworking, enjoying music, or practicing landscape photography.