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William (Bill) D.B. Koenig, CFA, CPA

Mission Statement
In a world where most portfolio managers are offering the same types of services – i.e. meeting personalized financial goals, wealth/estate protection, and wealth diversification – my goal is to differentiate myself by also applying this service to your children, who often don’t get this level of expertise. I will try and help them understand the various aspects of the markets and the associated risks from an early point in time so they are better prepared as they go forward with their own lives.

I also focus on helping international clients gaining access to Canadian markets. Too often, many are lead to believe they are not able to continue to invest in Canada after they go abroad.

Investment Philosophy
My focus in on building customized portfolios tailored to your life profile.

Whether you’re looking for a cash investing account or would like the benefits of an RRSP, RRIF, RESP, or the new TFSA account, I’d love to help you reach your goals.

Contact Me
Phone
(403) 531-6834
Toll Free
1 (800) 430-6999
Fax
(403) 531-6914
City
Calgary


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