Bill has over 23 years of experience in the financial services industry. Before founding Prosim Financial Group Inc. in 2014, Bill worked for many years with London Life and Freedom 55 Financial. As well, Bill had the privilege of being mentored by insurance legend Bob McMahon. Bill volunteered for several years on the Board of the St. Catharines General Hospital and spent many years volunteering for the Community Leaders Foundation.
Prior to entering the financial services industry, Bill was Vice-President of a well-established, multi-generational family business in the Niagara Region. Operating a successful business provided Bill with the unique experience of having dealt with Financial Advisors as a Business Owner, and then being a Financial Advisor. It was the 10 years of “sitting on the other side of the table” that was invaluable in instilling the philosophy that, “as brokers, we work only for you, our clients, and must always have your best interests in mind”. This ideology is at the forefront when building strong trust-based relationships with our clients.
Bill is adept at dealing with all aspects of the financial services industry. He specializes in Group Benefits and Retirement Planning, as well as Family Business Succession and Estate Planning.
Kevin has over 30 years of Financial Services experience with London Life, Freedom 55 Financial and Canada Life. He has served in a leadership role in multiple directorships for the past 25 years. Throughout Kevin’s management tenure, he developed and coached Financial Advisors, as well as maintained strong relationships with his clients. As a result of his facility in developing relationships, he is well respected by both staff and clients alike. In 2021, Kevin became the President and Founder of KGP Wealth Management and partnered with Prosim Financial Group as a Managing Partner with long-time friend and business associate Bill Morrison. Kevin offers personalized financial solutions and specializes in Wealth Management, Life Insurance strategies, as well as Group Benefits and Pension planning.
Michael was born and raised in St. Catharines, Ontario. He graduated from Laurentian University with a Bachelor of Business Administration (hons.), where he was also a member of the varsity rowing team. With over 5 years of work experience in the financial services industry, Michael joined the Prosim Financial team in 2021. Michael excels at establishing strong relationships while helping clients feel confident about their full financial picture. When not in the office, Michael enjoys spending time with family, golfing and coaching minor hockey.
