William Frenn of William Frenn Wealth Management is rank 33 in Wealth Professional Canada's 2019 Top 50 Advisors
William Frenn Wealth Management
Manulife Securities
Despite being one of the newer advisors among the Top 50, William Frenn has proved his worth in a relatively short time in the industry. In the last year, he saw his AUM grow by 57% and added 70 new clients.
Trained as a civil engineer, Frenn has an interesting approach to the industry and recognizes that his success is ultimately tied to the success of his clients. For the year ahead, he is focused on growing his business and “investing in processes to increase the quality of client experience.”
“Every time clients thank me for advice that had a tangible impact on their lives, that is rewarding,” he says. “I recently helped a client identify opportunities to reduce his tax burden by reviewing his corporate structure and the management of assets held within. It was a special moment when he realized that the savings were so significant, he could pay off his mortgage.”
