Bill Vastis

I learned early on in my career that what motivates me is helping individuals and families by simplifying and planning their financial lives that I truly love. I can’t be an authentic storyteller if I don’t actually believe in what I am talking about. I have more than 26 years’ experience in the financial industry and I have had a fulfilling career because I have chosen to work for a brand that I find inspiring. I work for RBC Wealth Management and I love the brand. Why? Because they have the ability to provide the best resources so my clients can have their lives simplified and I get to constantly learn. We help with • Manage portfolios with confidence and transparency (cross-border) • Reduce tax, and focus on real returns, after-tax, costs, and inflation • Coordinate the transfer of wealth to the next generation Specialties: Harvard Business School : Leadership for Senior Executives Bachelor of Commerce : University of Guelph Family Enterprise Advisor : University of British Columbia Executive Program: Singularity University Bill at Harvard took Leadership for Senior Executive program helps individuals lead in an uncertain world with the need to hone his "contextual intelligence" and understand the macro- and micro-level forces influencing your organization's success. Bill holds a Bachelor degree in Commerce at The University of Guelph. In addition to his specialization with Family Business, Family Office and Transition in Legacies, he also carries the prestigious FEA (Family Enterprise Advisor) Designation from the UBC. The FEA Program has led to deeper relationships with his family enterprise clients and a broadened perspective of the issues business families face — including generational transition. Bill has also completed the Singulairty University Executive Program which is an immersive course in Silicon Valley that examines how key converging technologies will shape our future and explores ethical leadership in a world of rapid change.