Profile
“Our mission is simple: we empower financial planners to spend more time building trust, deepening client relationships, and growing their business”
Chris Arthur, Bold Wealth
Despite growing up with a financial planner as a father, William Barreca never expected to follow in his footsteps. Like many, he assumed financial planning was just about investing. At Queen’s University, William pursued law, writing the LSAT and applying to law schools in his final year. But he soon realized he wasn’t passionate about law and wanted to make a more meaningful impact.
That discovery led William to financial planning, where he came to see the profession as helping people make life’s most important decisions with clarity and confidence. Today, he holds both the Certified Financial Planner (CFP®) and Chartered Investment Manager (CIM®) designations.
He is also a proud member of the Financial Planning Association of Canada (FPAC), an organization committed to raising professional standards by putting clients’ interests first and delivering truly comprehensive, unbiased advice. These principles guide his work every day.
William specializes in retirement planning for executives and business owners aged 50+, helping clients reduce taxes, protect wealth, and retire on their own terms.
Outside of work, he often travels with his wife, Ana, cheers on Inter Milan and the Toronto Maple Leafs, or whips up classic Italian dishes in the kitchen.
5399 Eglinton Ave W, Etobicoke, ON M9C 5K6
6473437531
william.barreca@ipcsecurities.com
linkedin.com/in/williambarreca
westendwealth.com
William Barreca
Financial Planner
West End Wealth Planning
IPC Securities
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Bio
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Profile
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“Whether I’m in a strategy session or a hiring meeting, I try to lead with understanding. Financial planners are under immense pressure, and so are our internal teams. The best way to earn trust is to truly listen”
Chris Arthur,
Bold Wealth
2017
2022
2023
2024
2021–Present
Joined the West End Wealth planning team
2017
Obtained his CFP® designation
2022
Launched new podcast
2023
Obtained his CIM® designation
2024
Founder and CEO at Bold Wealth Partners
2021–Present
Assistant Vice President and Senior Broker at MJ Hall & Company since 2018
Present
Milestones
Aug 2022
Milestones
Sept 2021
Feb 2022
Apr 2022
Jul 2022
Aug
2022
Suncorp Bank introduces Solar Home Bonus offer for customers who are choosing renewable energy for their homes
Sept 2021
Month-on-month market share growth commences
Feb 2022
Suncorp Bank wins the Canstar award for most outstanding value in investment loans
Apr 2022
Suncorp Bank wins Money Magazine’s Bank of the Year and Business Bank of the Year awards for the fifth year in a row
Jul 2022
Suncorp Bank’s turnaround times are the lowest they have ever been. The lender becomes Australia’s first certified carbon neutral bank for both its operation and transaction services
Aug 2022
Milestones
