B.Eng, MBA, F.Pl.
Senior Investment Advisor, Portfolio Manager, Manulife Wealth Inc.
Financial Security Advisor, Manulife Wealth Insurance Services Inc.
Based in the beautiful city of Montreal, William is an esteemed Portfolio Manager with an established experience helping people improve their finances. Serving as a catalyst for improving a situation or achieving a goal is what sets William apart from other professionals in the wealth management field.
William Frenn is a dedicated Financial Planner at Manulife Wealth providing results-driven advice, streamlining the entire financial planning process for his valued clients. Besides his core role as a Portfolio Manager, 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 also recruits, trains and mentors financial advisors.
Holding 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.