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William Eyh, CEA
Wealth Advisor
Other
Wealth Advisor
Other
Area serviced:
Vaughan, ON
My experience the past 24 years in the financial and wealth management profession, have been spent in the private accounting profession, as well as an investment advisor, a commercial banker, then as a private banker and currently occupy a position as a Wealth Advisor.
My credentials include B.Comm., PFP and CIWM.
As a Wealth Advisor, my role is through a deep discovery process, help clientele formulate a plan of address for their finances and wealth. Together, we will prioritize their needs in the short term and long term, addressing concerns pertaining to their finances and wealth. During this process, I hope to discern what is truly important to the client, and may even address issues and concerns they may have overlooked or may not have been aware of. The next step is to assemble a team of professionals from the many departments at my disposal, ranging from private banking, investment management, private trust, will & estate lawyers, and commercial bankers, to fully address all the clients' concerns, and to formulate a truly holistic plan incorporating the many aspects of our clients' lives. During the execution process of this plan, I co-ordinate the various individuals from multiple departments, and represent the link to the clientele. This helps to ensure the client remains the focus of our efforts, and each department conducts themselves in the best interest of the client.
2300 Steeles Ave West, 180, Vaughan, ON, L4K 5X6 647-625-0134
wmeyh70@gmail.com
Contact William Eyh
William Eyh
2300 Steeles Ave West , 180
Vaughan L4K 5X6 , Ontario
P : 647-625-0134
E :
2300 Steeles Ave West , 180
Vaughan L4K 5X6 , Ontario
P : 647-625-0134
E :
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