The William Douglas Group

Finance · Canada · 1-10 Employees

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Overview

Headquarters

101 1005 Skyview Dr, Burlington, Ontario...

Phone Number

(888) 522-9494

Website

www.wdg.ca

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
1
1
1
1
1
1

About The William Douglas Group

The William Douglas Group specializes in independent and highly personalized financial planning and investment advice tailored to individual needs. With a focus on comprehensive wealth management services, they provide expert guidance in personal finance, retirement planning, and stock market analysis. Established in 1990, the company aims to help clients preserve and grow their wealth for future generations. Their intended clients include individuals seeking trusted financial advice and investment strategies for a secure future.Explore more
The William Douglas Group's Social MediaPopular SearchesThe William Douglas Group IncThe William Douglas GroupWilliam Douglas GroupWilliam Douglas Group IncThe William Douglas Group & Manulife SecuritiesSIC Code 62,628NAICS Code 52,523Show more

The William Douglas Group Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

The William Douglas Group

<$5M
1-10
Private
-
1990
MM
Marcus MeloGeneral Manager, The William Douglas Group Inc. Associate Portfolio Manager, Aligned Capital Partners Inc.
<$5M
11-50
Private
-
2015
PM
Peter MarchlPartner and Certified Financial Planner
<$5M
11-50
Private
-
1999
TR
Taylor RaeManager, Marketing & Administrative Support
<$5M
1-10
Private
-
-
RF
Rocco FranoFinancial Security Advisor
<$5M
1-10
Private
-
1988
JL
Josee L'AbbeManaging Partner and Administrator
<$5M
1-10
Private
-
-
Scott Pollock, President & Financial Cfp, Chs Planner at Pollock Financial Services
Scott PollockPresident & Financial Cfp, Chs Planner
Illustration of an envelope

Company Profile Activity

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Among all Finance companies

Low Activity

High Activity

Activity Insights

The William Douglas Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

The William Douglas Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about The William Douglas Group.

The William Douglas Group Tech Stack

A closer look at the technologies used by The William Douglas Group

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Frequently Asked Questions Regarding The William Douglas Group

What is The William Douglas Group's official website?
The William Douglas Group's official website is www.wdg.ca
What is The William Douglas Group's Revenue?
The William Douglas Group's revenue is <$5 Million
What is The William Douglas Group's SIC code?
The William Douglas Group's SIC: 62,628
What is The William Douglas Group's NAICS code?
The William Douglas Group's NAICS: 52,523
How many employees does The William Douglas Group have?
The William Douglas Group has 1-10 employees
What industry does The William Douglas Group belong to?
The William Douglas Group is in the industry of: Finance, Securities Trading
What is The William Douglas Group competition?
The William Douglas Group top competitors include: Buss Financial Group, Investment Planning Counsel, Pollock Financial Services, CI Financial
What technology does The William Douglas Group use?
Some of the popular technologies that The William Douglas Group uses are: reCAPTCHA, Google Font API, Microsoft Dynamics CRM, Microsoft 365
How do I contact The William Douglas Group?
The William Douglas Group contact info: Phone number: (888) 522-9494 Website: www.wdg.ca
What does The William Douglas Group do?

The William Douglas Group specializes in independent and highly personalized financial planning and investment advice tailored to individual needs. With a focus on comprehensive wealth management services, they provide expert guidance in personal finance, retirement planning, and stock market analysis. Established in 1990, the company aims to help... clients preserve and grow their wealth for future generations. Their intended clients include individuals seeking trusted financial advice and investment strategies for a secure future.Read More

What are The William Douglas Group social media links?
The William Douglas Group Linkedin page The William Douglas Group Twitter page The William Douglas Group Facebook page
Is The William Douglas Group a public company?
The William Douglas Group is private company therefore does not currently have an official ticker symbol
See more information about The William Douglas Group

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