Bill McElroy
Portfolio Manager at Aligned Capital Partners Inc
Based in Burlington, Canada
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Seniority
Manager
Department
Finance & Accounting
Location
Burlington
Industry
Financial Services
Company size
320
Contact information
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b•••••••@alignedcapitalpartners.com
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Background
About Bill McElroy
Strategic Wealth Management: I am a Certified Financial Planner, Chartered Investment Manager and Portfolio Manager with over 30 years of investment experience. Using a combination of financial planning and quality investment advice ensures our clients not only are prepared for their retirement, they get there with the least amount of risk. Group Benefits: We have been providing unique employee benefits solutions and services to businesses in Ontario for 24 years. We service over 100 groups from 2 lives to over 200 lives. Whether its a health & dental plan or group retirement plan you are looking for, we have the product and expertise to get you on your way. Specialties: Wealth Management, Financial Planning, Executive Compensation, Group Benefits Stocks, bonds and mutual funds are offered through Aligned Capital Partners Inc. Insurance products are offered through The William Douglas Group Inc. Aligned Capital Partners Inc.(“ACPI”) is a full-service investment dealer and a member of the Canadian Investor Protection Fund (“CIPF”) and the Canadian Investment Regulatory Organization (“CIRO”). Investment services are provided through The William Douglas Group Wealth Management, an approved trade name of ACPI. Only investment-related products and services are offered through ACPI/The William Douglas Group Wealth Management and covered by the CIPF. Financial planning, Insurance and Group Benefits services are provided through The William Douglas Group Inc. The William Douglas Group Inc. is an independent company separate and distinct from ACPI/The William Douglas Group Wealth Management.
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