Bill is President of Portfolio HiWay Inc. Bill spent the last couple of years in private consulting in the areas of operation effectiveness, risk management and regulatory compliance. Prior to that he was with RBC Financial Group for over 25 years where he has held several executive positions leading the AML & Financial Crime, Internal Audit, and Group Risk Management teams for RBC Global Capital Markets, Global Wealth Management, and Investor & Treasury Services. Bill has an MBA from UBC and Bachelor degrees in Business and Law. He has also completed the programs for Chartered Financial Analyst, Financial Risk Manager, Certified Internal Auditor, and industry courses in CPH, PDO, Investment Dealer Supervision.

Brad is Vice Chair, Capital Markets of Portfolio HiWay Inc. In this role, he is responsible for capital markets product delivery to clients. Brad began his career as a fixed income trader with TD Securities and continued to advance within the organization, ultimately occupying different vice president and managing director roles, including Head of Corporate Trading and subsequently as Head of Debt Syndication. He then joined HSBC Securities as Managing Director, Head of Debt Syndication and most recently occupied the role of Managing Director, Head of Capital Markets, prior to joining Portfolio HiWay Inc. Brad has a Bachelor of Arts (Economics) degree from the University of Western Ontario.

David is Vice President, Wealth Advisory & Client Service and a Portfolio Manager at Portfolio HiWay Inc. In this role, he is responsible for business development, investment management and client service. David was a Brendan Wood International TopGun and Starmine-ranked Equity Research Analyst at a number of firms for over 20 years, including Merrill Lynch, National Bank Financial, Cormark Securities and Desjardins Capital Markets, covering a wide range of industries, acknowledged for his deep dives and rigorous analysis of transportation, industrial products, and consumer products companies. At Desjardins Capital Markets, he transitioned to becoming a successful Institutional Equity Salesperson. He also was a Portfolio Manager at Murray Wealth Group, launching a Global Equity Growth Fund and Income Growth Fund. Prior to joining Portfolio HiWay Inc., David was at LetkoBrosseau, serving as the Regional Head, Central Canada, leading the team outside of Quebec. David has a Bachelor of Commerce Degree from University of Toronto and is a CPA and a CFA charterholder.