The William Douglas Group - Wealth Management and Financial Planning, Burlington, ON

Bill McElroy is the President of The William Douglas Group and Principal, Senior Investment Advisor, for his Manulife Securities Incorporated Associate Office in Burlington, Ontario. He heads up a strong, well qualified team, focusing on financial and corporate planning needs of the business owner and families in the accumulation phase of their investing horizon. Assisted by his Office Manager Ute Potticary and his Executive Assistant Debbie Carrick, he and his staff offer clients enhanced wealth creation solutions using a common sense and disciplined approach to financial planning that is proven and effective. By implementing a combination of comprehensive financial, investment and insurance services, in an impartial professional environment, we are able to offer our clients enhanced wealth creation and employee benefit solutions to suit each of our client’s unique needs. Bill McElroy has become a highly respected and recognized source of financial advice and information in the Golden Horshoe area, with extensive qualifications and professional designations. Over the years, he has had numerous articles published in local business papers and professional association magazines. He embarked on his career in financial planning and investment advice in 1990 and attained the Chartered Financial Planner designation from the Canadian Institute of Financial Planning in 1996, attained the designation of Certified Financial Planner (CFP). He is upgrading his skills constantly and continues to participate in financial related courses and seminars. Bill’s broad relationship with accountants, lawyers and other professionals has contributed to his advanced understanding and ability to help his client develop strategies. Bill’s professional credo is to offer unique financial solutions at a reasonable cost to his clients, through his alignment with many national firms that offer a wide range of products and solutions. Vist us at www.wdg.ca

• Financial Planning
• Stocks
• Bonds
• New Issues
• Group Benefits
• Group Pension
• Executive Compensation
• Mutual Funds
• GICs
• RRSPs
• RRIFs and LIFs
• Key Person Insurance
• Life & Mortgage Insurance
• Critical Illness & Long Term Disability Insurance