Bill Marshall
About Bill Marshall
Bill Marshall is an Associate Consultant at Investors Group Financial Services Inc., where he has worked for 23 years. He specializes in providing tailored investment, tax, and insurance planning advice, collaborating closely with a Certified Financial Planner.
Work at Investors Group Financial Services Inc.
Bill Marshall has been employed at Investors Group Financial Services Inc. as an Associate Consultant since 2001. Over his 23 years in this role, he has developed expertise in delivering financial consulting services. His work involves providing clients with tailored advice on investment, tax, and insurance planning, addressing both personal and business needs. He operates from the Newmarket, Ontario office located at 10A - 17310 Yonge Street, L3Y 7R9.
Collaboration with Financial Planners
In his role at Investors Group Financial Services Inc., Bill Marshall collaborates closely with Mr. Naren Lea-va, a Certified Financial Planner. This partnership enhances the financial consulting services offered to clients, ensuring that they receive comprehensive and informed advice tailored to their specific financial situations.
Education and Expertise
Bill Marshall studied at Red River Community College in Winnipeg, Manitoba, where he pursued a Diploma of Applied Arts in Computer Analyst/Programmer. This educational background has contributed to his analytical skills and technical knowledge, which are beneficial in his consulting role.
Previous Work Experience
Before joining Investors Group Financial Services Inc., Bill Marshall worked at Digital Equipment Corporation in a sales capacity from 1980 to 1992. This 12-year experience in sales provided him with valuable skills in client relations and business development. Additionally, he was a member of BNI from 2009 to 2010 in Markham, Ontario, where he engaged in networking and business referrals.