Financial planning and investment advice that is independent, highly personalized and tailored to your needs. As a recognized leader in the wealth management community since 1990, we are focused on providing clients with comprehensive wealth management services. We begin an in-depth discussion of your future needs to create a long-term financial plan for your family.
We regularly review your progress to ensure you are on the path to meeting your planned objectives.
We regularly review your progress to ensure you are on the path to meeting your planned objectives.
Services
Who We Are
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With over 31 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.
What We Do
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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.
Business Solutions
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With almost 30 years of experience working with small Canadian business's in the group benefit market, you can be confident while working with us that you will be provided with cost effective solutions to best suit your business's needs. Employee Group Benefits represent a significant financial obligation to employers while playing an important role in providing for the well-being of employees and their families.
Personal Solutions
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With almost 30 years of experience working with families, you can be confident while working with us that you will be provided with cost effective solutions to best protect your family through all life's ups and downs. You now have the ability to customize your own health and dental plan with FlexCare and FollowMe insurance plans!
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