Our Mission Statement

“Listening carefully to your financial expectations and advising risk appropriate solutions to achieve them, while providing complete cost transparency”. 

 





Forward-thinking Financial Solutions

Our office is a boutique wealth management and insurance brokerage firm located in Burlington, Ontario. Our value proposition is simple; we provide comprehensive wealth management and brokerage services, complemented by a uniquely personalized client experience. As an independent firm, we have the ability to offer our clients access to the entire spectrum of investment and insurance options without bias – we work for you. At WDG Inc./Manulife Securities Incorporated we employ sophisticated financial planning and modeling software, in conjunction with almost 30 years of experience, to analyze your individual situation and create a detailed plan tailored to achieve your goals.

 

Products

Business Solutions

With almost 30 years of experience in providing executive financial planning services to corporate and individual clients, you can be confident while working with WDG Inc./Manulife Securities Incorporated that you will be provided with effective support to maximize your business’ wealth.

 

 

Personal

Most Canadians drift through life assuming that everything will work out when you retire – the truth is very different though. You may be heading for retirement age, and then you find yourself facing the prospect of having to keep on working, indefinitely.

 

 

 

Investment Opportunities

CFP professionals should do a whole lot more than exchange financial advice for cash. Our job is to develop a holistic financial plan for you that maps out your future and the legacy you will leave behind.

 

 

 

Team Members

BILL MCELROY, BA, CFP, CIM, FCSI
Senior Investment Advisor,
Manulife Securities Incorporated
President, The William Douglas Group Inc.

UTE POTTICARY
Marketing Assistant,
Manulife Securities Incorporated
Office Manager, The William Douglas Group Inc.

CASSANDRA COLELLA
Marketing Assistant, Manulife Securities Incorporated
Executive Assistant, The William Douglas Group Inc.

MARCUS MELO
Investment Advisor Associate, Manulife Securities Incorporated,
The William Douglas Group Inc.

Featured Articles

Featured Videos

 

News & Articles

Latest Blog Posts

Q2 2018 Market Commentary

Published by The William Douglas Group Inc. on Jul 18, 2018

Challenges in the quarter Despite continued trade dispute chatter, North American equity markets finished the quarter in positive territory as investors focused on strong sales and earnings growth in ...

Q1 2018 Market Commentary

Published by The William Douglas Group Inc. on Apr 06, 2018

Dear Client,   Challenges in the quarter Wow! Volatility returned with a vengeance. After experiencing market pullbacks of less than five percent in 2017, we’ve already experienced two pullbacks of greater...

How to buy the right Life Insurance

Published by The William Douglas Group Inc. on Nov 15, 2015

Very often people hear they need life insurance, but they just don’t know why.  Clients often shy away from buying life insurance to protect their assets and their loved ones because they feel the monthly...

The best estate plan is worthless if it can’t be found

Published by The William Douglas Group Inc. on Oct 15, 2015

Michael Pace, a financial planner in Seattle recalls how a relative taught him an enduring lesson about estate planning. As an advisor, I always ask clients about their estate-planning documents. I’ve...

Powers of Attorney: How far can you go with Estate Planning?

Published by The William Douglas Group Inc. on Oct 15, 2015

Many of us consider a Power of Attorney (the “POA” document essential to the estate plan. The document is utilized while the donor (or “grantor”) of the power is alive and usually incapacitated. The POA...

In the Fall 2018 edition:
Creating a financial plan that's you-nique.