William joined Slate in 2023 as a Trader. He is primarily responsible for trading of equity and options at Slate’s Presima division.
Prior to Presima, William most recently worked on the institutional distribution team at TD Asset Management. Prior to TD, he was an options trader at CIBC and has experience in financial planning.
William graduated from McGill University with a B.Com in Finance and he is a CFA Charterholder. He has also completed his CSC, CPH and DFOL with the Canadian Securities Institute and was formerly licensed with IIROC and MFDA.