William Brian Mctavish

Employer firm

Cibc Private Wealth Advisors, Inc. CRD 109644

$67.8B regulatory AUM 2,160 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2002 → 04/2018
  Peters & Co. Equities Inc.
  Calgary, Alberta
• 04/2018 → Present
  Cibc Wood Gundy - Cibc Private Wealth
  Calgary, Alberta

Other Businesses

Bill is primarily employed by CBIC Wood Gundy ("Wood Gundy"), a division of World Markets Inc., a Canadian company formed under the laws of the Province of Ontario and having its principal office at 255 Queens Avenue, Suite 2000, London, ON N6A 5R8. World Markets Inc. is a broker-dealer registered with the Canadian Investment Regulatory Association that offers both non-discretionary advisory accounts and discretionary managed accounts. He spends the majority of his time and receives compensation for, the investment products and services he provides to the non-U.S. clients and accounts of Wood Gundy.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-07-03
• S63 Uniform Securities Agent State Law Examination
  2006-09-21

Other Names

• Bill Mctavish