Bill Mcelroy Ba, Cfp, Cim, Fcsi
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Bill Mcelroy Ba, Cfp, Cim, Fcsi Email & Phone Number

Portfolio Manager at Aligned Capital Partners Inc. at Aligned Capital Partners Inc.
Location: Burlington, Ontario, Canada 4 work roles 1 school
1 work email found @wdg.ca LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email b****@wdg.ca
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Current company
Aligned Capital Partners Inc.
Role
Portfolio Manager at Aligned Capital Partners Inc.
Location
Burlington, Ontario, Canada
Company size
216 employees

Who is Bill Mcelroy Ba, Cfp, Cim, Fcsi? Overview

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Quick answer

Bill Mcelroy Ba, Cfp, Cim, Fcsi is listed as Portfolio Manager at Aligned Capital Partners Inc. at Aligned Capital Partners Inc., a company with 216 employees, based in Burlington, Ontario, Canada. AeroLeads shows a work email signal at wdg.ca and a matched LinkedIn profile for Bill Mcelroy Ba, Cfp, Cim, Fcsi.

Bill Mcelroy Ba, Cfp, Cim, Fcsi previously worked as Portfolio Manager at Aligned Capital Partners Inc. and President at The William Douglas Group Inc.. Bill Mcelroy Ba, Cfp, Cim, Fcsi holds Bachelor’S Degree, Business Administration And Management, General from Western University.

Company email context

Email format at Aligned Capital Partners Inc.

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{first}@wdg.ca
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AeroLeads found 1 current-domain work email signal for Bill Mcelroy Ba, Cfp, Cim, Fcsi. Compare company email patterns before reaching out.

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Profile bio

About Bill Mcelroy Ba, Cfp, Cim, Fcsi

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 BenefitsStocks, 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.

Listed skills include Wealth Management, Retirement Planning, Mutual Funds, Retirement, and 21 others.

Current workplace

Bill Mcelroy Ba, Cfp, Cim, Fcsi's current company

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Aligned Capital Partners Inc.
Aligned Capital Partners Inc.
Portfolio Manager at Aligned Capital Partners Inc.
burlington, ontario, canada
Website
alignedcapitalpartners.com
Employees
216
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Company profile
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4 roles

Bill Mcelroy Ba, Cfp, Cim, Fcsi work experience

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

President

Current
The William Douglas Group Inc.

Burlington, ON

We are a boutique style, business consulting office, providing unique and forward-thinking financial solutions to business owners. Some of our services include: executive financial planning, retirement planning, group benefit/retirement plans, buy-sell funding,succession planning and wealth management.

Jan 1990 - Present

Senior Investment Advisor

Manulife Securities Incorporated

Burlington, ON

I am the principal and Senior Investment Advisor with our Manulife Securities Incorporated branch. I have been working in the financial services industry since 1990. As an Investment Advisor with a full service dealer, I can offer a complete selection of investments including stocks,bonds, exchange traded funds, mutual funds, and GIC's.

Sep 2010 - Oct 2020

Senior Investment Advisor

Manulife Securities Investment Services Inc.

Burlington, ON

I help clients to establish and meet their financial goals through the use of various planning tools and tax saving concepts while investing their portfolios in a manner that suits their risk tolerance and time horizon.

Jun 1995 - Aug 2010
Team & coworkers

Colleagues at Aligned Capital Partners Inc.

Other employees you can reach at alignedcapitalpartners.com. View company contacts for 216 employees →

JK Justin Kolthof Justin Kolthof Colleague at Aligned Capital Partners Inc. Calgary, Alberta, Canada, Canada View → HP Heikki Pervilä Heikki Pervilä Colleague at Aligned Capital Partners Inc. Burlington, Ontario, Canada, Canada View → LL Lewis Liu Lewis Liu Colleague at Aligned Capital Partners Inc. Greater Hamilton (Burlington) Metropolitan Area, Canada View → SF Susana Ferreira Susana Ferreira Colleague at Aligned Capital Partners Inc. Hamilton, Ontario, Canada, Canada View → WR Wu Roy Wu Roy Colleague at Aligned Capital Partners Inc. Oakville, Ontario, Canada, Canada View → MZ Maksymilian Ziolkowski Maksymilian Ziolkowski Colleague at Aligned Capital Partners Inc. Burlington, Ontario, Canada, Canada View → HB Harsh Bhutani, Cim® Harsh Bhutani, Cim® Colleague at Aligned Capital Partners Inc. Greater Toronto Area, Canada, Canada View → HF Haydn Fried Haydn Fried Colleague at Aligned Capital Partners Inc. Vaughan, Ontario, Canada, Canada View → AF Arleen Figueroa Arleen Figueroa Colleague at Aligned Capital Partners Inc. Greater Calgary Metropolitan Area, Canada View → JL Jake Lockhart, Cim, Cfp, Clu, Chs Jake Lockhart, Cim, Cfp, Clu, Chs Colleague at Aligned Capital Partners Inc. Kelowna, British Columbia, Canada, Canada View →
1 education record

Bill Mcelroy Ba, Cfp, Cim, Fcsi education

FAQ

Frequently asked questions about Bill Mcelroy Ba, Cfp, Cim, Fcsi

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

What company does Bill Mcelroy Ba, Cfp, Cim, Fcsi work for?

Bill Mcelroy Ba, Cfp, Cim, Fcsi works for Aligned Capital Partners Inc..

What is Bill Mcelroy Ba, Cfp, Cim, Fcsi's role at Aligned Capital Partners Inc.?

Bill Mcelroy Ba, Cfp, Cim, Fcsi is listed as Portfolio Manager at Aligned Capital Partners Inc. at Aligned Capital Partners Inc..

What is Bill Mcelroy Ba, Cfp, Cim, Fcsi's email address?

AeroLeads has found 1 work email signal at @wdg.ca for Bill Mcelroy Ba, Cfp, Cim, Fcsi at Aligned Capital Partners Inc..

Where is Bill Mcelroy Ba, Cfp, Cim, Fcsi based?

Bill Mcelroy Ba, Cfp, Cim, Fcsi is based in Burlington, Ontario, Canada while working with Aligned Capital Partners Inc..

What companies has Bill Mcelroy Ba, Cfp, Cim, Fcsi worked for?

Bill Mcelroy Ba, Cfp, Cim, Fcsi has worked for Aligned Capital Partners Inc., The William Douglas Group Inc., Manulife Securities Incorporated, and Manulife Securities Investment Services Inc..

Who are Bill Mcelroy Ba, Cfp, Cim, Fcsi's colleagues at Aligned Capital Partners Inc.?

Bill Mcelroy Ba, Cfp, Cim, Fcsi's colleagues at Aligned Capital Partners Inc. include Justin Kolthof, Heikki Pervilä, Lewis Liu, Susana Ferreira, and Wu Roy.

How can I contact Bill Mcelroy Ba, Cfp, Cim, Fcsi?

You can use AeroLeads to view verified contact signals for Bill Mcelroy Ba, Cfp, Cim, Fcsi at Aligned Capital Partners Inc., including work email, phone, and LinkedIn data when available.

What schools did Bill Mcelroy Ba, Cfp, Cim, Fcsi attend?

Bill Mcelroy Ba, Cfp, Cim, Fcsi holds Bachelor’S Degree, Business Administration And Management, General from Western University.

What skills is Bill Mcelroy Ba, Cfp, Cim, Fcsi known for?

Bill Mcelroy Ba, Cfp, Cim, Fcsi is listed with skills including Wealth Management, Retirement Planning, Mutual Funds, Retirement, Estate Planning, Life Insurance, Financial Services, and Insurance.

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