Bill Wherry Cfp, Tep, Rrc
About Bill Wherry Cfp, Tep, Rrc
Bill Wherry is a Regional Director at IG Wealth Management in Toronto, Ontario, with over 30 years of experience in financial planning. He specializes in various areas including investments, retirement planning, and estate planning, and is committed to providing impartial advice and fostering long-term client relationships.
Work at IG Wealth Management
Bill Wherry has served as Regional Director at IG Wealth Management since 2016. In this role, he has been responsible for overseeing operations in Toronto, Ontario, Canada, for eight years. Prior to his current position, he held the role of Division Director at the same company for 20 years, from 1995 to 2015. He also worked as a Senior Financial Consultant for 27 years, from 1988 to 2015. His extensive tenure at IG Wealth Management highlights his commitment to the organization and its clients.
Education and Expertise
Bill Wherry studied at Western University, where he earned a Bachelor of Arts degree in Admin and Commercial Studies from 1983 to 1986. His educational background supports his expertise in various financial planning areas, including investments, retirement planning, mortgage planning, estate planning, tax planning, and risk management. This knowledge base allows him to provide comprehensive financial advice to clients.
Background
With over 30 years of experience in the financial planning industry, Bill Wherry emphasizes the importance of impartial advice and fostering long-term client relationships. His career has been dedicated to helping individuals and families navigate their financial planning needs. His roles at IG Wealth Management have involved mentoring and collaborating with advisors and their teams to enhance their capabilities in assisting clients.
Achievements
Throughout his career, Bill Wherry has made significant contributions to the financial planning field. His long-standing positions at IG Wealth Management demonstrate his expertise and commitment to the industry. He has played a key role in mentoring advisors, which has helped improve the quality of financial advice provided to clients. His focus on client relationships and impartial advice has been a hallmark of his professional journey.