William McNarland
Founder @Rocky Mountain Valuations
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WORK HISTORY
Founder @Rocky Mountain Valuations
Calgary, FR
As the founder of Rocky Mountain Valuations and a Chartered Financial Analyst, I leverage over twenty-five years of expertise in valuations, private equity, mergers and acquisitions, and capital markets to help entrepreneurs and business owners uncover the true value of their life’s work.My journey as an entrepreneur, combined with my background in psychology, has taught me that I’m not simply valuing a business—I’m appraising something uniquely cherished, much like a fine piece of art. I’m passionate about translating financial data into clear, actionable insights, empowering founders to confidently negotiate, attract investors, and strategically plan their future. With experience spanning over a thousand projects across the United States, Canada, and more than fifty other countries, I adapt my valuations to diverse market environments.Clients value my approachable style and commitment to simplifying sophisticated financial concepts, giving them the clarity needed to seize opportunities, avoid pitfalls, and fully realize the worth they’ve created.
EDUCATION
CFA Institute
Chartered Financial Analyst (CFA)
Canadian Securities Institute
Chartered Investment Manager (CIM) Professional Designation
Canadian Securities Institute
Financial Management Advisor (FMA) Professional Designation
Financial Planning Standards Council, Canada
Certified Financial Planner (CFP) Professional Designation
The Financial Advisors Association of Canada (Advocis)
Registered Health Underwriter (RHU) Professional Designation
Canadian Securities Institute
FCSI Fellowship
The Financial Advisors Association of Canada (Advocis)
Chartered Life Underwriter (CLU) Professional Designation
Liverpool John Moores University
Master of Science - MSC, Transpersonal Psychology
Canadian Securities Institute
Derivatives Market Specialist (DMS) Professional Designation
The Financial Advisors Association of Canada (Advocis)
Chartered Financial Consultant (CH.F.C.) Professional Designation
SKILLS
ABOUT WILLIAM MCNARLAND
I am a CFA (Chartered Financial Analyst) with over 25 years of experience in capital markets, including valuation, private equity, mergers and acquisitions, trading, startup fundraising, and research. I have worked on over projects, with my financial models and company ratings published on Bloomberg, Reuters, FactSet, and S&P Global Terminals. As a Trustee on a US Private Credit and Equity Fund, I bring direct insight into investor decision-making and capital strategies.Having worked across all 50 U.S. states, every Canadian province, and more than 50 countries, I understand diverse markets and cultural dynamics, which enhances my ability to deliver tailored financial strategies. Previously, I served as a finance instructor at the University of Toronto, equipping professionals with practical financial expertise. I am also the author of seven books, available on Amazon, and am pursuing a Master’s in Psychology to further refine my communication and analytical skills.
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