Bill Goldstein is a lifetime entrepreneur, portfolio manager, estate trustee, and CEO. After graduating from Dartmouth College in 1973, he founded Canada’s first geodemography and marketing analytics firm, and ran a number of technology businesses for more than thirty years. As CEO, Bill employed more than 1,000 people and oversaw all company budgeting, financial management, and growth. Bill negotiated the successful sale of the businesses for over $200 million.
For more than a decade, Bill served as advisor to a private family investment portfolio of more than $150 million. He currently shares his financial management expertise by serving as a trustee to estates and trusts in both Canada and the United States. However, it hasn’t been all business for Bill over the years. For more than three decades, he has also managed his family’s portfolio, successfully applying a rigorous and conservative asset allocation model through many market cycles.
Thirty years of experience in hands-on investing and financial management for individuals, families, and businesses means Bill has a pretty good handle on what he’s doing. Nevertheless, he’s in the process of obtaining the Certified Financial Planner (CFP) designation, which maintains internationally recognized standards of knowledge, skills, abilities, and ethics.
LFPS is based in Whistler, BC and offers services in Vancouver, Squamish, and Whistler, as well as Toronto and the United States thanks to regular travel.