Bruce Everitt, CFA

Bruce Everitt is Principal and Founder of Willo Consulting Group. He started the business in 2012 to assist small businesses with financing, investing, valuation and risk management.

Bruce began his Financial Services career at RBC Royal Bank as a Commercial Banking Account Manager, lending to small-medium sized businesses. Over the next 12 years, Bruce worked in various capacities and with increasing responsibility at RBC, including RBC's Corporate Risk Management group, approving large multi-national credit facilities, and RBC Insurance, where he was tasked to set up a Credit Risk Management group. Bruce continued his career at Sun Life Financial, again, setting up a new Credit Risk Management group. After establishing this group, Bruce decided it was time to set up his own consulting practice.

Along with his consulting, Bruce Everitt, a CFA® charterholder, teaches Graduate and Under Graduate courses in Corporate Finance and Business Valuation at Wilfrid Laurier University in Waterloo, ON.

Upcoming (0)

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Past (2)

Waterloo CFA Level 1 Exam Review primary image

Waterloo CFA Level 1 Exam Review

Sat, Nov 4, 9:00 AM

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December 2016 - CFA Level I Exam Review - Waterloo primary image

December 2016 - CFA Level I Exam Review - Waterloo

Sat, Nov 5, 9:00 AM

Check ticket price on event

Waterloo CFA Level 1 Exam Review primary image

Waterloo CFA Level 1 Exam Review

Sat, Nov 4, 9:00 AM

Check ticket price on event

December 2016 - CFA Level I Exam Review - Waterloo primary image

December 2016 - CFA Level I Exam Review - Waterloo

Sat, Nov 5, 9:00 AM

Check ticket price on event

Bruce Everitt is Principal and Founder of Willo Consulting Group. He started the business in 2012 to assist small businesses with financing, investing, valuation and risk management.

Bruce began his Financial Services career at RBC Royal Bank as a Commercial Banking Account Manager, lending to small-medium sized businesses. Over the next 12 years, Bruce worked in various capacities and with increasing responsibility at RBC, including RBC's Corporate Risk Management group, approving large multi-national credit facilities, and RBC Insurance, where he was tasked to set up a Credit Risk Management group. Bruce continued his career at Sun Life Financial, again, setting up a new Credit Risk Management group. After establishing this group, Bruce decided it was time to set up his own consulting practice.

Along with his consulting, Bruce Everitt, a CFA® charterholder, teaches Graduate and Under Graduate courses in Corporate Finance and Business Valuation at Wilfrid Laurier University in Waterloo, ON.

Events

Sorry, there are no upcoming events
Waterloo CFA Level 1 Exam Review primary image

Waterloo CFA Level 1 Exam Review

Sat, Nov 4, 9:00 AM

Check ticket price on event

December 2016 - CFA Level I Exam Review - Waterloo primary image

December 2016 - CFA Level I Exam Review - Waterloo

Sat, Nov 5, 9:00 AM

Check ticket price on event

Waterloo CFA Level 1 Exam Review primary image

Waterloo CFA Level 1 Exam Review

Sat, Nov 4, 9:00 AM

Check ticket price on event

December 2016 - CFA Level I Exam Review - Waterloo primary image

December 2016 - CFA Level I Exam Review - Waterloo

Sat, Nov 5, 9:00 AM

Check ticket price on event