Investment Advisor
Current- Investment Advisor
- Pension-style asset management
- Asset allocation strategies
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@cibc.ca
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Craig Mcelroy is listed as Retirement Income Planning | Asset Preservation | Pension-style Asset Management | Asset Allocation Strategies at CIBC Wood Gundy, a company with 2017 employees, based in Oakville, Ontario, Canada. AeroLeads shows a work email signal at cibc.ca and a matched LinkedIn profile for Craig Mcelroy.
Craig Mcelroy previously worked as Investment Advisor at Cibc Wood Gundy and Investment Advisor at Cibc Wood Gundy. Craig Mcelroy holds Spad, Sports Administration from Durham College.
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AeroLeads found 1 current-domain work email signal for Craig Mcelroy. Compare company email patterns before reaching out.
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.
Listed skills include Mutual Funds, Investments, Portfolio Management, Wealth Management, and 10 others.
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Other employees you can reach at cibcwoodgundy.com. View company contacts for 2017 employees →
Brian Champion
Colleague at Cibc Wood GundyMarkham, Ontario, Canada, Canada
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KC
Kiran Cali
Colleague at Cibc Wood GundyPickering, Ontario, Canada, Canada
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CC
Charles Caldwell
Colleague at Cibc Wood GundySaskatoon, Saskatchewan, Canada, Canada
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DM
David Macgillivray
Colleague at Cibc Wood GundyHalifax, Nova Scotia, Canada, Canada
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NF
Nicole Ferreira
Colleague at Cibc Wood GundyCanada, Canada
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KA
Kenneth A. Dick, Ba, Cim, Cfp, Fcsi, Rrc
Colleague at Cibc Wood GundyGreater Toronto Area, Canada, Canada
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MD
Marie-Josee Drouin, Pl. Fin.
Colleague at Cibc Wood GundySaint-Augustin-de-Desmaures, Quebec, Canada, Canada
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JD
James Dixon
Colleague at Cibc Wood GundyToronto, Ontario, Canada, Canada
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EL
Emil Lok
Colleague at Cibc Wood GundyCalgary, Alberta, Canada, Canada
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GK
Gunther Kruger
Colleague at Cibc Wood GundyCalgary, Alberta, Canada, Canada
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Quick answers generated from the profile data available on this page.
Craig Mcelroy works for CIBC Wood Gundy.
Craig Mcelroy is listed as Retirement Income Planning | Asset Preservation | Pension-style Asset Management | Asset Allocation Strategies at CIBC Wood Gundy.
AeroLeads has found 1 work email signal at @cibc.ca for Craig Mcelroy at CIBC Wood Gundy.
Craig Mcelroy is based in Oakville, Ontario, Canada while working with CIBC Wood Gundy.
Craig Mcelroy has worked for Cibc Wood Gundy and Scotia Capital.
Craig Mcelroy's colleagues at CIBC Wood Gundy include Brian Champion, Kiran Cali, Charles Caldwell, David Macgillivray, and Nicole Ferreira.
You can use AeroLeads to view verified contact signals for Craig Mcelroy at CIBC Wood Gundy, including work email, phone, and LinkedIn data when available.
Craig Mcelroy holds Spad, Sports Administration from Durham College.
Craig Mcelroy is listed with skills including Mutual Funds, Investments, Portfolio Management, Wealth Management, Financial Advisory, Retirement, Estate Planning, and Banking.
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