Bill is a partner in WBLI LLP Chartered Professional Accountants. He is heavily involved in servicing owner-managed businesses and professionals. He specializes in the taxation and business valuation service areas as well as providing general business advice and corporate finance advice on M&A transactions. Bill also plays a lead role in the firm as Chair of the firm’s marketing committee and in leading the valuations area.
In the profesional community Bill has played a leading role through involvement with the Institute of Chartered Accountants of Nova Scotia and the Canadian Institute of Chartered Business Valuators. Bill has also been very active in a family owned business organization called CAFE (Canadian Association of Family Owned Enterprises – Nova Scotia Chapter) as a Board Member and as Program Director. Bill received special recognition from CAFE for his dedication and commitment to the growth of the organization.
He is a past member of the Board of Governors of the Canadian Tax Foundation and the Atlantic Province’s Tax Conference Committee.
Bill is also the past chair of the Board of Directors of the Cobequid Community Health Center Foundation.
He is a frequent speaker and author at business and professional events and conferences.
As key client service partner he focuses on creative, client focused advice with a balanced assessment of risk and reward.