101-1005 Skyview Drive, Burlington, ON L7P 5B1
The William Douglas Group - Wealth Management and Financial Planning, Burlington, ON
The William Douglas Group - Wealth Management and Financial Planning
Opening Hours
Closed now, Opens in 2 days
| Friday | 8:30 a.m. - 4:00 p.m. |
| Saturday | Closed |
| Sunday | Closed |
| Monday | 8:30 a.m. - 4:30 p.m. |
| Tuesday | 8:30 a.m. - 4:30 p.m. |
| Wednesday | 8:30 a.m. - 4:30 p.m. |
| Thursday | 8:30 a.m. - 4:30 p.m. |
updated on 10/10/2024
Opening Hours
Closed now, Opens in 2 days
| Friday | 8:30 a.m. - 4:00 p.m. |
| Saturday | Closed |
| Sunday | Closed |
| Monday | 8:30 a.m. - 4:30 p.m. |
| Tuesday | 8:30 a.m. - 4:30 p.m. |
| Wednesday | 8:30 a.m. - 4:30 p.m. |
| Thursday | 8:30 a.m. - 4:30 p.m. |
Reviews
Be the first to write a review for The William Douglas Group - Wealth Management and Financial Planning!
Share your experience!
Description
The William Douglas Group has been serving both Group and Individual Clients since 1991. Our continued success is a result of our personal account management and professional services. We are committed to providing the very best available insurance and investment products for our clients’ needs. A measure of our success is our client retention factor of over 95%, which is exceptional in our industry. Please feel free to contact us with and questions or comments. Visit our website: www.wdg.ca
Company description
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
Categories & Keywords
- Insurance Agents
- Burlington
- Investment Advisors
- Financial Planners
- Avantages Sociaux
- Conseillers
- Financial Consultants
- Life Insurance Agents
- Investments Agents
- Employee Insurance Agent
- Health Insurance Broker
Service Areas
- 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
Gallery
Contact Persons
Cylex Listings Bulk Upload
Need to get multiple business profiles online fast? Cylex’s bulk upload lets you publish listings in just a few clicks—ideal for directories, agencies, and multi-location businesses. Save time and scale your visibility efficiently for only $2.00 per listing per year (excl. taxes).
Cylex Premium Entry
Boost your local SEO with top search placement, a highlighted ad-free profile, regional visibility spanning up to 50 km, and featured exposure on Cylex, FindOpen, and Firmania. Mobile-optimized, with SEO audit and customer success manager available on request—all for just $9.90/month (excl. taxes). Get found. Get more customers.
Register Your Business on Cylex Today!
Boost your visibility and reach potential customers by registering your business on Cylex. It's quick, easy, and free! By listing your business, you can showcase your services, manage your online presence, and even add multiple locations to attract customers across different areas. Don’t miss the opportunity to stand out – register now and get noticed by more people looking for your business!
Products
Wealth Management and Financial Planning
An integrated provision of financial instruments and advisory services in assisting clients in the accumulation, preservation and transfer of wealth throughout the life cyle. ...more
Download
Nearby similar companies
- 1005 SKYVIEW DR L7P 5B1 Burlington (905) 319-9924
- 1005 Skyview Dr L7P 5B1 Burlington (905) 319-8003
- 1005 Skyview Drive L7P 5B1 Burlington (888) 596-4844
- 1036 CEDARWOOD PL L7T 3J3 Burlington (905) 633-9082
- 460 Plains Rd E L7T 2E1 Burlington (905) 681-3500
- 760 Brant Street L7S 1X7 Burlington 905-301-6276
-
Map view of similar nearby companies
Related Searches
- Insurance Agents Burlington
- Financial Consultants Burlington
- Financial Planners Burlington
- Nearby Investment Advisors
The William Douglas Group - Wealth Management and Financial Planning is listed in the following categories:
Social Media