Senior Investment Advisor, Manulife Securities Incorporated
With over 28 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 18 years and has two wonderful daughters and a yellow lab.
McElroy heads up a strong, well-qualified team, focusing on financial and corporate planning. He offers his clients enhanced wealth creation solutions, using common sense and a disciplined approach to financial planning that is proven and effective. By implementing a wide-range of financial, investment, insurance and tax planning services, in an impartial professional environment, McElroy is able to offer solutions to suit each client’s unique needs.
McElroy has become a highly respected individual in the financial industry with extensive qualifications and professional designations. Shortly after graduating from the University of Western Ontario, he embarked on his career in financial planning and investment advice. In 1999, he attained the Chartered Financial Planner designation from the Canadian Institute of Financial Planning and in 2013 attained his Chartered Investment Manager designation by the Canadian Securities Institute.
In 2014, McElroy was named Canada’s Top Financial Advisor in Canada by the Wealth Professional Magazine and featured in the Wealth Professional Magazine’s Inaugural Hot List. Additionally, he was recognized as an advisor who has reached supreme achievement in the industry and as a result has been awarded Manulife’s Five-Star Master Builder.
Investment Advisor Associate, Manulife Securities Incorporated
Marcus Melo is the latest addition to the William Douglas Group. Marcus knew from a very young age that he wanted to help people achieve financial success.
In high school, Marcus won an investing competition that turned his interest into a passion. As soon as he was of age, he began investing his own money. Marcus graduated in 2016 with a Bachelors of Arts degree in Economics. While studying at McMaster, Marcus gained experience in the financial services industry, working for TD Bank. After graduating from McMaster University he then went on to work for BMO Financial Group helping families and individuals achieve financial success.
Marcus’ drive, determination, passion and desire to learn eventually lead him to the William Douglas Group where he aims to put his passion and talent to great use. Marcus has over 8 years of investing experience and is also continuing his education, working towards various designations such as the CIM and CFP.
Marketing Assistant, Manulife Securities Incorporated
Ute Potticary was asked to join The William Douglas Group Inc. in 1999 and brought with her valuable insurance and investment experience to our team.
After graduating Conestoga College with a legal secretarial diploma, she joined Dominion Life and later North American Life and then Manulife working in areas such as human resources, policy services, underwriting and mutual funds to name a few. She has been in the insurance and investment industry for 35+ years, and this makes her a valuable asset to our organization.
Ute is a great resource for any questions you may have concerning your accounts and would be more than happy to talk to you!
Cassandra Colella joined the William Douglas Group Inc. in the fall of 2013 and brings with her a fresh perspective on the world of group benefit management.
Cassandra graduated in 2011 from the University of Guelph with a Bachelor of Arts degree and is currently undergoing a Marketing Certificate at the University of Toronto. She has experience in sales and marketing from the real estate industry, particularly with new home sales.
Cassandra is excited to execute marketing campaigns and looks forward to assisting the William Douglas Group Inc. clients with all of their benefit needs.