Bill McElroy Email
Portfolio Manager @ Aligned Capital Partners Inc.
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Bill McElroy Location
- Burlington, ON, CA
Bill McElroy Work
- 2020 -now Portfolio Manager @
- 1990 -now President @
- 2010 -2020 Senior Investment Advisor @
- 1995 -2010 Senior Investment Advisor @
Bill McElroy Education
- Western University
Bachelor’s Degree (Business Administration and Management, General)
1984-1987
Bill McElroy Skills
- Estate Planning
- Financial Advisory
- Financial Planners
- Pensions
- Fixed Annuities
- Insurance
- Retirement Planning
- Financial Planning
- Sales
- Portfolio Management
- Critical Illness
- Investments
- Asset Allocation
- Investment Advisory
- Financial Services
- Wealth Management
- Life Insurance
- Mutual Funds
- Equities
- Strategic Financial Planning
- Investment Strategies
- Wealth Accumulation
- Certified Financial Planner
- Customer Service
- ETFs
- Retirement
- Employee Benefits
- Securities
- Financial Modeling
- Microsoft Excel
- Financial Analysis
- Leadership
Bill McElroy Summary
- Bill McElroy, based in Burlington, ON, CA, is currently a Portfolio Manager at Aligned Capital Partners Inc.. Bill McElroy brings experience from previous roles at The William Douglas Group Inc. and Manulife Securities Incorporated. Bill McElroy holds a 1984 - 1987 Bachelor’s Degree in Business Administration and Management, General @ Western University. With a robust skill set that includes Estate Planning, Financial Advisory, Financial Planners, Pensions, Fixed Annuities and more. Bill McElroy has 2 emails on RocketReach.
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