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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Desjardins Financial Security Independent Network
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Desjardins Financial Security Independent Network and its counterpart, SFL Wealth Management, operating in Quebec and New Brunswick, form a financial products and services distribution network that focusses on wealth management. We offer personalized assistance to help you meet your wealth management needs through life’s different stages. Whether you’ve got big plans on the horizon or are dealing with a surprise, the 1,500 independent advisors affiliated with our network are there to help you make the right decisions for your finances. You can rely on the strength and reliability of Desjardins, the leading co-operative financial group in Canada, while benefitting from the expertise of our multidisciplinary team and making the most of the freedom you get from our multi-supplier offer. Note: articles and videos shared on this page are provided for information only and do not constitute an endorsement of the content of related websites.