William (Bill) Shupe, President and Chief Investment Advisor, is a Chartered Financial Analyst (CFA) and has over 40 years of extensive investment advisory experience. He was formerly President of Crown Life Investment Management and Vice President, Corporate & Government Finance, of Pemberton Houston Willoughby. Since 2003, Bill has been President and Chief Investment Advisor of W. Shupe & Company. From 2006 to 2010, Bill also served as Executive-in-Residence and Lecturer (Finance) at the Paul J. Hill School of Business, University of Regina where he was awarded Professor of the Year by the Business Students Society in both 2007 and 2010.

Bill Shupe is a Sloan Fellow and Masters graduate of the London Business School and holds a Law Degree (J.D.) from the University of Saskatchewan. Bill has been a Director of several private and public companies.