Your strong, well-qualified team.

Portfolio Manager, Aligned Capital Partners Inc.

With over 35+ 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. Bill prides himself on providing exceptional financial advice on an ongoing basis and always making himself available to answer client inquiries on a timely basis. His listening skills, transparency and honest feedback have made his practice what it is today. Family is very important to Bill and he has been married for over 25+ years and has two wonderful daughters.

bill@wdg.ca

Associate Portfolio Manager, Aligned Capital Partners Inc.

Marcus Melo joined The William Douglas Group in 2017. Prior to joining the team, Marcus worked with two of Canada's leading financial institutions. Before working with BMO Financial Group and TD Bank, Marcus graduated from McMaster University with a degree in Economics. Marcus' passion for investing and personal finance came at the young age of 16 when he first began investing. Marcus has since used his experience and knowledge to help families across Canada achieve their financial goals. Marcus earned his Chartered Investment Manager designation and also holds a certificate in advanced investment advice.  

  marcus@wdg.ca

Jo Anna Garcia has decades of experience delivering exceptional customer service and building strong client relationships. With foundational experience in the real estate industry, she has developed a strong understanding of client needs and a talent for providing personalized solutions that create positive experiences and lasting trust. Jo Anna is now bringing that same client-focused approach, strong communication skills, and commitment to service excellence to new endeavors in wealth management.  She has a Bachelor of Arts Degree in Communication Arts (Miriam College, PHP) and recently received an Academic Badge for having completed the Introduction to Business Management Course under Sheridan College -Continuing and Professional Studies Program (CAPS).