Bill McElroy

last updated 4/16/2018

Bill McElroy

President and Senior Investment Advisor at The William Douglas Group Inc.

Location:
101-1005 Skyview Drive, Burlington, Ontario, Canada
HQ Phone:
(905) 331-1442

General Information

Education

BA

Manulife's Five-Star Master Builder

Affiliations

Senior Investment Advisor - Manulife Securities Incorporated

Senior Investment Advisor - Manulife Financial Corporation

Senior Investment Advisor - Associate Office

Advisor - Principal Financial Group Inc

Recent News  

The William Douglas Group -

Bill McElroy, BA, CFP, CIM, FCSI
The William Douglas Group - Bill McElroy, BA, CFP, CIM, FCSI / Team Members / Bill McElroy, BA, CFP, CIM, FCSI Bill McElroy, BA, CFP, CIM, FCSI Senior Investment Advisor, Manulife Securities President, The William Douglas Group bill@wdg.ca 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. Bill McElroy, BA, CFP, CIM, FCSI

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The William Douglas Group -

Bill McElroy, BA, CFP, CIM, FCSI
Bill McElroy

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The William Douglas Group -

Bill McElroy, BA, CFP, CIM, FCSI
Your Manulife Private Wealth team will work closely with Bill McElroy to ensure we are consistently focused on meeting your needs and objectives. Investment Opportunities Bill McElroy - Manulife Securities Manulife Securities Incorporated Manulife Private Wealth Management

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