The William Douglas Group Inc.

Vision without implementation is hallucination.

We offer comprehensive wealth management services complemented by a uniquely personalized client experience. Wealth management is a combination of financial planning and asset management. We view the two as key components of a successful financial life. Our goal is to help our clients achieve success in all aspects of their finances.

Financial Planning

Do you have a financial plan? Does your financial plan address your retirement needs? Is it personalized to your situation? Is it easy to understand and act upon?

We’ll help you retire on your schedule, provide for your loved ones, maintain your quality of life in retirement and leave the right legacy. Our plans consists of easy-to-implement strategies and are easy to understand. We integrate your investment strategy with all other aspects of your financial life, and prepare a holistic, customized plan while covering today’s needs as well as retirement cash-flow, tax optimization, life and disability insurance requirements and your estate. With our financial plans you will have the comfort of knowing that we are looking out for your financial best interests. It’s the peace of mind that comes from knowing your financial life is under your control.

We begin with an in-depth discussion of your future needs, establishing your goals, and then developing a personalized plan to maximize the likelihood of reaching those goals. We work together to develop your plan with the depth and detail you need to make important financial decisions. Financial planning is a valuable component to a wise investment strategy. We have helped many families, for almost three decades, plan for their future. It has been our experience that potential clients who go through this process become investors who are better equipped to make educated decisions about their financial futures.

How We Invest

Investors who follow a plan have a higher probability of achieving their goals than those who act on their emotions or make frequent changes based on the events of the day. Two of the main components of our investment process are unbiased portfolio construction and risk management. We believe that thinking and acting for the long-term is critical and this lies at the center of how we manage client portfolios.

Behavioral counseling, a balanced investment plan and consistent communication are the tools we employ to help our clients reach their financial goals. While long-term returns are the only ones that matter, we recognize that the long-term is not where life is lived. This is why we implement a low-cost, systematic risk management strategy to ensure that investors can handle periodic volatility without abandoning their investment plan. With a constant focus on risk management, we’re always looking to balance shorter-term fears with longer-term needs and objectives, so that clients can remain comfortably committed to their plan.

We follow evidence-based investing practices, this ensures we can stay the course over the long run, weathering the highs and lows of the market to achieve results and grow our clients’ wealth. A big advantage to this approach is that it keeps our fees low so your investment dollars go further than with other firms. We broadly diversify your holdings and focus on your asset allocation. By building global portfolios using both active and passive management strategies, we are able to capture the better return from the overall markets and reduce volatility.

Your strong, well-qualified team.

BILL MCELROY, BA, CFP, CIM, FCSI, President & Life Insurance Advisor, The William Douglas Group Inc., Portfolio Manager, Aligned Capital Partners Inc.

With over 30+ years of experience in wealth management, Bill McElroy has developed extensive knowledge in financial planning, asset management and insurance products. Bill was recently listed as Top Advisor in Canada, in Wealth Professional Magazine’s top advisors 2014 publication. Over the years he has always strived to be the best he could be, and he has been regularly recognized for many outstanding achievements in the industry. Bill prides himself on providing exceptional financial advice on an ongoing basis and always making himself available to answer client inquiries on a timely basis. His listening skills, transparency and honest feedback have made his practice what it is today. Family is very important to Bill and he has been married for over 20+ years and has two wonderful daughters.

MARCUS MELO, BA, CIM, GENERAL MANAGER, THE WILLIAM DOUGLAS GROUP INC., Associate Portfolio Manager, Aligned Capital Partners Inc.

Marcus Melo joined The William Douglas Group in 2017. Prior to joining the team, Marcus worked with two of Canada's leading financial institutions. Before working with BMO Financial Group and TD Bank, Marcus graduated from McMaster University with a degree in Economics. Marcus' passion for investing and personal finance came at the young age of 16 when he first began investing. Marcus has since used his experience and knowledge to help families across Canada achieve their financial goals. Marcus earned his Chartered Investment Manager designation and also holds a certificate in advanced investment advice.

Mrs. Alexa Dunham, Executive Assistant, THE WILLIAM DOUGLAS GROUP INC.

Alexa Dunham is the newest team member to join The William Douglas Group, having recently joined us this Spring. Originally graduating from McMaster University with a degree in English and Theater, Alexa has over 20 years of varied and extensive hospitality management experience. She is passionate about providing exceptional customer service, understanding clients' needs, and delivering personalized solutions. She knows how to build strong relationships with clients, communicate effectively, and work as part of a team to deliver outstanding results. She is looking forward to connecting with you in person!

Address: 101-1005 Skyview Drive, Burlington, ON, Canada L7P 5B1

Phone: +1 888 522 9494 / +1 905 331 1442
Email: bill@wdg.ca