Based in the beautiful city of Montreal, William Frenn is a respected advisor with a wealth of experience in helping individuals improve their finances. His distinguished career has earned him extensive acclaim. William’s ability to serve as a catalyst for improving situations and achieving goals sets him apart from other professionals in the wealth management field.

William is a dedicated Financial Planner at Manulife Wealth providing results-driven advice and streamlining the entire financial planning process for his valued clients. Besides his core role as an investment advisor, he can also be relied upon for advice on insurance-based strategies, tax planning, cross-border planning, retirement planning, and estate planning. In addition to advising his clients, he recruits, trains, and mentors financial advisors.

William holds a bachelor’s degree in civil engineering (B.Eng.) from Concordia University and a Master of Business Administration (MBA) in Finance from HEC Montréal. He also holds his Financial Planning Designation (Fin. Pl.) from the IQPF and is licensed for securities and life insurance.