William Macgregor
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William Macgregor Email & Phone Number

Certified Financial Planner at Desjardins Financial Security Independent Network at Desjardins Financial Security Investments Inc.
Location: Ottawa, Ontario, Canada 5 work roles 3 schools
2 work emails found @dfsin.ca LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 2 work emails

Work email b****@dfsin.ca
LinkedIn Profile matched
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Current company
Desjardins Financial Security Investments Inc.
Role
Certified Financial Planner at Desjardins Financial Security Independent Network
Location
Ottawa, Ontario, Canada
Company size
594 employees

Who is William Macgregor? Overview

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Quick answer

William Macgregor is listed as Certified Financial Planner at Desjardins Financial Security Independent Network at Desjardins Financial Security Investments Inc., a with 594 employees, based in Ottawa, Ontario, Canada. AeroLeads shows a work email signal at dfsin.ca and a matched LinkedIn profile for William Macgregor.

William Macgregor previously worked as Certified Financial Planner at Desjardins Financial Security Investments Inc. and Certified Financial Planner at Desjardins Financial Security Independent Network. William Macgregor holds Cfp, Certified Financial Planner from Financial Planners Standards Council.

Company email context

Email format at Desjardins Financial Security Investments Inc.

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*@dfsin.ca
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AeroLeads found 2 current-domain work email signals for William Macgregor. Compare company email patterns before reaching out.

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Profile bio

About William Macgregor

I provide clients with a wide range of Financial Products and Services. Here is a list of some:Financial Planning for Estate and RetirementLife insurance products such as life, critical illness, disability, long term care, health and Dental plansInvestments such as GIC's, Mutual Funds, Segragated Funds or Guaranteed Investment FundsFor Business I offerGroup Health PlansGroup Retirement PlansGroup RSP, DPSP, and IPR'sFunding Plans for Buy Sell AgreementsKey person Insurance

Listed skills include Retirement, Strategic Financial Planning, Investments, Disability Insurance, and 11 others.

Current workplace

William Macgregor's current company

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Desjardins Financial Security Investments Inc.
Desjardins Financial Security Investments Inc.
Certified Financial Planner at Desjardins Financial Security Independent Network
toronto, ontario, canada
Website
dfsin.ca
Employees
594
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Company profile
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5 roles · 38 years

William Macgregor work experience

A career timeline built from the work history available for this profile.

Certified Financial Planner

Current
Desjardins Financial Security Investments Inc.

I work with clients to develop a full financial plan, dealing with their estate and retirement needs and assist them in finding the right products to achieve their goals. Within Desjardins, I have incorporated my practice, along with my wife and daughter, who are financial advisors as well. Together we bring over 45 years of experience to assist our clients. Mutual funds distributed through Desjardins Financial Security Investments Inc.

Sep 2004 - Present

Certified Financial Planner

Sun Life Of Canada

Ottawa, Canada Area

Developing a client base through the introduction of insurance and investment products

2001 - 2004 ~3 yrs

Regional Vice President For Performa Investments

Standard Life Of Canada

Eastern Canada And Atlantic Region

Responsible for the growth and development of sales force and new branches.

1999 - 2001 ~2 yrs

Manager

Mutual Life Of Canada
1989 - 1996 ~7 yrs
Team & coworkers

Colleagues at Desjardins Financial Security Investments Inc.

Other employees you can reach at dfsin.ca. View company contacts for 594 employees →

NA Naveen Arneja Naveen Arneja Colleague at Desjardins Financial Security Investments Inc.Surrey, British Columbia, Canada View → AT Andre Turner Andre Turner Colleague at Desjardins Financial Security Investments Inc.Windsor, Ontario, Canada View → VC Vince Cianchetti Vince Cianchetti Colleague at Desjardins Financial Security Investments Inc.Calgary, Alberta, Canada View → MR Mohammad Rahimian Mohammad Rahimian Colleague at Desjardins Financial Security Investments Inc.Vaughan, Ontario, Canada View → AP Anthony P. Anthony P. Colleague at Desjardins Financial Security Investments Inc.Lévis, Quebec, Canada View → BV Bill Vancoughnett Bill Vancoughnett Colleague at Desjardins Financial Security Investments Inc.Burnaby, British Columbia, Canada View → AS Alex St-Jacques Alex St-Jacques Colleague at Desjardins Financial Security Investments Inc.Québec, Quebec, Canada View → FP Frederick Pratt, Cfp, Clu Frederick Pratt, Cfp, Clu Colleague at Desjardins Financial Security Investments Inc.Ottawa, Ontario, Canada View → KS Karan Sharma Karan Sharma Colleague at Desjardins Financial Security Investments Inc.North York, Ontario, Canada View → PW Peter Willwerth, Ba, B.Ed., Clu Peter Willwerth, Ba, B.Ed., Clu Colleague at Desjardins Financial Security Investments Inc.Kitchener, Ontario, Canada View →
3 education records

William Macgregor education

Cfp, Certified Financial Planner

Financial Planners Standards Council
FAQ

Frequently asked questions about William Macgregor

Quick answers generated from the profile data available on this page.

What company does William Macgregor work for?

William Macgregor works for Desjardins Financial Security Investments Inc..

What is William Macgregor's role at Desjardins Financial Security Investments Inc.?

William Macgregor is listed as Certified Financial Planner at Desjardins Financial Security Independent Network at Desjardins Financial Security Investments Inc..

What is William Macgregor's email address?

AeroLeads has found 2 work email signals at @dfsin.ca for William Macgregor at Desjardins Financial Security Investments Inc..

Where is William Macgregor based?

William Macgregor is based in Ottawa, Ontario, Canada while working with Desjardins Financial Security Investments Inc..

What companies has William Macgregor worked for?

William Macgregor has worked for Desjardins Financial Security Investments Inc., Desjardins Financial Security Independent Network, Sun Life Of Canada, Standard Life Of Canada, and Mutual Life Of Canada.

Who are William Macgregor's colleagues at Desjardins Financial Security Investments Inc.?

William Macgregor's colleagues at Desjardins Financial Security Investments Inc. include Naveen Arneja, Andre Turner, Vince Cianchetti, Mohammad Rahimian, and Anthony P..

How can I contact William Macgregor?

You can use AeroLeads to view verified contact signals for William Macgregor at Desjardins Financial Security Investments Inc., including work email, phone, and LinkedIn data when available.

What schools did William Macgregor attend?

William Macgregor holds Cfp, Certified Financial Planner from Financial Planners Standards Council.

What skills is William Macgregor known for?

William Macgregor is listed with skills including Retirement, Strategic Financial Planning, Investments, Disability Insurance, Financial Advisory, Life Insurance, Mutual Funds, and Insurance.

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