Profile
William David Packham is currently the Co-Chairman & Chief Executive Officer at Qtrade Financial Group, the President, Chief Executive Officer & Director at Aviso Wealth, Inc., the President & Chief Executive Officer at Aviso Financial, Inc. (Investment Management), a Director at Qtrade Canada, Inc., a Director at The Investment Funds Institute of Canada, and a Director at The Empire Club of Canada.
In the past, he served as the President & Chief Executive Officer at Rockwater Capital Corp.
from 2001 to 2008, Chairman at Blackmont Capital Securities, a Director at KBSH Leaders Trust from 2005 to 2013, the Executive Managing Director at Desjardins General Insurance Group, Inc. from 2012 to 2018, a Principal at Davidson Partners Investment Counsel LLC from 1981 to 1998, the President & Chief Operating Officer at Merrill Lynch Canada, Inc. from 2001 to 2002, the President at Barometer Capital Management, Inc., and a Principal at Midland Walwyn Capital from 1998 to 2001.
Bill Packham active positions
| Companies | Position | Start |
|---|---|---|
Qtrade Financial Group
Qtrade Financial Group Investment ManagersFinance Provides investment advice and fund management services | Chief Executive Officer | 15/01/2015 |
The Empire Club of Canada
The Empire Club of Canada Miscellaneous Commercial ServicesCommercial Services Operates as a speakers forum for charity | Director/Board Member | - |
Qtrade Canada, Inc.
Qtrade Canada, Inc. Investment Trusts/Mutual FundsMiscellaneous Manages the QFM Funds, a family of open-end mutual funds. | Director/Board Member | - |
The Investment Funds Institute of Canada
The Investment Funds Institute of Canada Financial ConglomeratesFinance Provides investment and advisory services | Director/Board Member | 06/09/2018 |
Aviso Wealth, Inc.
Aviso Wealth, Inc. Investment ManagersFinance Provides wealth management services | Chief Executive Officer | - |
Former positions of Bill Packham
| Companies | Position | End |
|---|---|---|
Desjardins General Insurance Group, Inc.
Desjardins General Insurance Group, Inc. Multi-Line InsuranceFinance Provides property and casualty insurance services | Corporate Officer/Principal | 28/02/2018 |
KBSH Leaders Trust
KBSH Leaders Trust Investment Trusts/Mutual FundsMiscellaneous Closed-End Investment Fund/Investment Trust | Director/Board Member | 11/04/2013 |
Rockwater Capital Corp.
Rockwater Capital Corp. Financial ConglomeratesFinance Provides financial products and services to individuals, institutions and corporations | President | 10/03/2008 |
Blackmont Capital Securities
Blackmont Capital Securities Investment Banks/BrokersFinance Provides brokerage services | Chairman | 31/12/2007 |
| ░░░░░░░ ░░░░░ ░░░░░░░ ░░░░ | ░░░░░░░░░ | ░░░░░░░░░░ |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 13 |
|---|---|
Davidson Partners Investment Counsel LLC
Davidson Partners Investment Counsel LLC Investment ManagersFinance Provides investment advice | Finance |
Merrill Lynch Canada, Inc.
Merrill Lynch Canada, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
KBSH Leaders Trust
KBSH Leaders Trust Investment Trusts/Mutual FundsMiscellaneous Closed-End Investment Fund/Investment Trust | Miscellaneous |
Rockwater Capital Corp.
Rockwater Capital Corp. Financial ConglomeratesFinance Provides financial products and services to individuals, institutions and corporations | Finance |
Blackmont Capital Securities
Blackmont Capital Securities Investment Banks/BrokersFinance Provides brokerage services | Finance |
Barometer Capital Management, Inc.
Barometer Capital Management, Inc. Investment ManagersFinance Barometer is an absolute return manager which focuses on finding strong companies with valuable growth potential. They assess market risks and identify market leadership through their top-down methodology. The firm employs a daily screening process across all aspects of global securities. Their bottom-up method is designed to proactively identify leading companies across all sectors of the market. | Finance |
Midland Walwyn Capital
Midland Walwyn Capital Investment ManagersFinance Provides investment advice | Finance |
Desjardins General Insurance Group, Inc.
Desjardins General Insurance Group, Inc. Multi-Line InsuranceFinance Provides property and casualty insurance services | Finance |
Qtrade Canada, Inc.
Qtrade Canada, Inc. Investment Trusts/Mutual FundsMiscellaneous Manages the QFM Funds, a family of open-end mutual funds. | Miscellaneous |
The Investment Funds Institute of Canada
The Investment Funds Institute of Canada Financial ConglomeratesFinance Provides investment and advisory services | Finance |
The Empire Club of Canada
The Empire Club of Canada Miscellaneous Commercial ServicesCommercial Services Operates as a speakers forum for charity | Commercial Services |
Qtrade Financial Group
Qtrade Financial Group Investment ManagersFinance Provides investment advice and fund management services | Finance |
Aviso Wealth, Inc.
Aviso Wealth, Inc. Investment ManagersFinance Provides wealth management services | Finance |
- Stock Market
- Insiders
- Bill Packham
















