Dexter C. Williams BA, CMA, CFP
Financial Planner
Dexter Williams holds a Certified Management Accountant (CMA) and a Certified Financial Planner (CFP) designation. He has been working in the financial services industry since 1987, and has completed the Canadian Securities Course offered by the Canadian Securities Institute. What Dexter specializes in is wealth preservation. The solutions he offers his clients are all based on clear investing strategies and long-term design. During his lengthy career in the financial services industry, Dexter has helped many professionals make the safe transition from wealth accumulation to sustainable retirement. While he uses his experience to guide clients to their financial goals, Dexter also constantly sharpens his knowledge by attending frequent industry seminars.
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