Certified Financial Planner@ Sterling Mutuals Inc.
London, Ontario, Canada
William Rounthwaite
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Western University
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FlashIntel GPTWilliam Rounthwaite is a highly experienced financial planner with 9.6 years of work experience. He possesses a wide range of skills including financial planning, investments, portfolio management, and insurance. Based in Canada-Ontario-London, William has a strong background in the financial services industry. He has worked for reputable companies such as Guidance Financial Group, Equity Associates Inc., David G Rounthwaite Financial Services Ltd., and Sterling Mutuals Inc., where he has gained valuable expertise in various financial services. William is dedicated to providing stress-free financial advice and providing his clients with stress-free strategies.
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About
Since the conclusion of my experience at Western University I have had a tremendous time developing my career as a financial planner. I have been fortunate enough to have had some great mentors along the way, and to have been able to continue to learn, study, and complete courses in the field of financial planning. Looking to the future I plan to continue to develop my own personal clientele and to continue to cultivate knowledge and expertise in every aspect of financial work. I take pride in knowing that through the career I have chosen, and through my continuing efforts, I am able to provide my clients and friends with strategies and advice that will position them for a stress free future of financial success. The link below can take you to my website for more information about what I do!
...See MoreWork Experience
Certified Financial Planner
Financial Services
William Rounthwaite's Professional Milestones
- Financial Advisor (2015-01-01~2015-09-01): Provided strategic financial guidance, while maintaining a high level of client satisfaction and exceeding financial targets.
- Insurance Broker (2015-09-01~): Developing strategic partnerships to expand global market share and drive profitable growth.
Education
Skill
Financial Planning
Investments
Portfolio Management
Financial Services
Insurance
Mutual Funds
Financial Analysis
Risk Management
Certification
Colleagues
Cameron Graham, PhD
owner operator dna financial logistics financial advisor with sterling mutuals inc
Mike McKay
owner financial management partners
Naumce Lazarevski
manager & owner @ geodynamics software deweloper @ sterling mutuals
Rocky L. Ieraci
vp marketing business development at sterling mutuals inc
Chris Chircoski, CFP
president waypoint financial group
Other Named William Rounthwaite
Frequently asked questions
We found 4 William Rounthwaite's email addresses
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William Rounthwaite's social media include: Linkedin,
William Rounthwaite works for Sterling Mutuals Inc.
William Rounthwaite's role in Sterling Mutuals Inc. is Certified Financial Planner
William Rounthwaite works in the industry of Financial Services
William Rounthwaite's colleagues are Cameron Graham, PhD,Mike McKay,Naumce Lazarevski
William Rounthwaite's latest job experience is Certified Financial Planner at Sterling Mutuals Inc.
William Rounthwaite's latest education in Western University
