The William Douglas Group - Canada
Best Group Retirement Plans - Canada
Best Boutique Business Consulting Office - Canada
Best Insurance Brokerage Firm - Canada
Best Financial Advisor 2016 - Canada
Award for Excellence in Retirement Planning - Canada
Bill McElroy is the President and Principal of The William Douglas Group Inc. and the Senior Investment Advisor for his Manulife Securities Incorporated associate office located in Burlington, Ontario. His office is a boutique wealth management and insurance brokerage firm, which provides comprehensive wealth management and brokerage services, complemented by a uniquely personalized client experience. As an independent advisor, McElroy has the ability to offer clients access to the entire spectrum of investment and insurance options without bias. He employs sophisticated financial planning in conjunction with almost 25 years of experience, to analyze an individual’s financial situation and create a plan tailored to achieve their goals.
McElroy heads up a strong, well-qualified team, focusing on financial and corporate planning. He offers his clients enhanced wealth creation solutions, using common sense and a disciplined approach to financial planning that is proven and effective. By implementing a wide-range of financial, investment, insurance and tax planning services, in an impartial professional environment, McElroy is able to offer solutions to suit each client’s unique needs.
McElroy has become a highly respected individual in the financial industry with extensive qualifications and professional designations. Shortly after graduating from the University of Western Ontario, he embarked on his career in financial planning and investment advice. In 1999, he attained the Chartered Financial Planner designation from the Canadian Institute of Financial Planning and in 2013 attained his Chartered Investment Manager designation by the Canadian Securities Institute.
In 2014, McElroy was named Canada’s Top Financial Advisor in Canada by the Wealth Professional Magazine and featured in the Wealth Professional Magazine’s Inaugural Hot List. Additionally, he was recognized as an advisor who has reached supreme achievement in the industry and as a result has been awarded Manulife’s Five-Star Master Builder.
Address: 1005 Skyview Dr, Burlington, ON L7P 5B1, Canada