Verified recordFinancial Services

Craig McElroy

Investment Advisor at Cibc Wood Gundy

Based in Oakville, Canada

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Seniority

Staff

Department

Finance & Accounting

Location

Oakville

Industry

Financial Services

Company size

2.9K

Contact information

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Email

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c•••••••@••••••.com

Phone

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Background

About Craig McElroy

I am a co-founder of SAGE Investment Partners and an Investment Advisor with CIBC Wood Gundy. I have close to two decades of experience. The reason I do what I do is simple, work to ensure current and future retirees have the stable income and consistent returns they need without taking on unnecessary risk. Having a deep understanding of pension-style asset management allows me to use asset allocation strategies to create financial well-being in any market environment. My wife and young family spend most of the weekend traveling to and from hockey arenas and baseball diamonds. We also spend a lot of time hiking on the Bruce Trail with our dog and enjoy the clear waters of Georgian Bay. Feel free to connect with me if you’re looking for investment advice that helps you plan for financial wellness.

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