William Brian Mctavish

Current Employers

Cibc Private Wealth Advisors, Inc.

181 West Madison Street 36Th Floor, Chicago, IL 60602 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2026-05-29

FL RA
APPROVED

Since 2026-05-29

Branch Locations

500 Centre Street Se 27Th Floor, Calgary Alberta T2G 1A6 • Canada

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Peters & Co. Equities Inc.	Calgary, Alberta		11/2002	04/2018
Cibc Wood Gundy - Cibc Private Wealth	Calgary, Alberta		04/2018	Present

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

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

S65 Uniform Investment Adviser Law Examination

2025-07-03
S63 Uniform Securities Agent State Law Examination

2006-09-21

Other Names

Bill Mctavish

View on SEC IAPD