Billy Vastis
Senior Wealth Advisor & Portfolio Manager @RBC Wealth Management
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WORK HISTORY
Senior Wealth Advisor & Portfolio Manager @RBC Wealth Management
CA
I learned early on in my career that what motivates me is helping individuals and families by simplifying and planning their financial lives that I truly love. I can’t be an authentic storyteller if I don’t actually believe in what I am talking about. I have more than 26 years’ experience in the financial industry and I have had a fulfilling career because I have chosen to work for a brand that I find inspiring. I work for RBC Wealth Management and I love the brand. Why? Because they have the ability to provide the best resources so my clients can have their lives simplified and I get to constantly learn.We help with • Manage portfolios with confidence and transparency (cross-border)• Reduce tax, and focus on real returns, after-tax, costs, and inflation• Coordinate the transfer of wealth to the next generationSpecialties:Harvard Business School : Leadership for Senior ExecutivesBachelor of Commerce : University of Guelph Family Enterprise Advisor : University of British Columbia Executive Program: Singularity University Bill at Harvard took Leadership for Senior Executive program helps individuals lead in an uncertain world with the need to hone his \"contextual intelligence\" and understand the macro- and micro-level forces influencing your organization\'s success. Bill holds a Bachelor degree in Commerce at The University of Guelph. In addition to his specialization with Family Business, Family Office and Transition in Legacies, he also carries the prestigious FEA (Family Enterprise Advisor) Designation from the UBC. The FEA Program has led to deeper relationships with his family enterprise clients and a broadened perspective of the issues business families face — including generational transition. Bill has also completed the Singulairty University Executive Program which is an immersive course in Silicon Valley that examines how key converging technologies will shape our future and explores ethical leadership in a world of rapid change.
EDUCATION
The University of British Columbia
Institute of Family Enterprise Advisors (IFEA), Sauder School of Business
Ryerson University
Bachelor of Arts (B.A.), City/Urban, Community and Regional Planning
Harvard Business School
Leadership for Senior Executives, Program for Leadership Development
Lang School of Business and Economics - University of Guelph
Bachelor of Commerce (B.Com.), Hospitality Administration/Management
SKILLS
ABOUT BILLY VASTIS
I’ve spent nearly three decades building a billion-dollar advisory business, serving families, founders, and executives who demand more than just investment advice they demand a partner in legacy.But here’s the truth: being a great advisor isn’t enough anymore. I had to install a new operating system.One that helps me think and lead like a CEO.One that filters every opportunity through ROI, scale, and long-term impact.One that lets me build a lean team of A-players without micromanaging and still be the father, husband, and strategist my family and clients deserve.This isn’t just about wealth. It’s about becoming the person capable of managing it at the highest level.As a Certified Family Enterprise Advisor and Portfolio Manager, I specialize in simplifying complexity guiding intergenerational wealth transfers, navigating cross-border tax strategies, integrating private equity, and establishing scalable family office structures.If you’re building something bigger than yourself, a business, a legacy, a life that lasts…let’s talk.
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