Bill Clunas serves as the Managing Partner at Success Foundations Wealth Management, where a holistic financial planning approach is utilized, particularly through the Essential FORMula™ program. Bill has extensive experience as a Certified Financial Planner with Desjardins Financial Security Investments Inc. and Desjardins Financial Security Independent Network, where responsibilities include providing mutual fund and insurance services in Ontario, along with recruiting and training financial security advisors. Additionally, Bill has served as a Corporal in the Canadian Armed Forces since 1996 and has held various positions in financial institutions, including IG Wealth Management and TD Canada Trust, where roles ranged from teller to workforce management. Bill's educational background includes studies at DeVry Institute of Technology from 1990 to 1991.
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