The William Douglas Group Inc.

The William Douglas Group Inc. The William Douglas Group is a wealth management firm serving Canadian families for over 30 years The William Douglas Group Inc. WDG Inc.

is a Canadian based, privately owned full-service group benefits consulting and financial services firm, led by Bill McElroy. Cost effective placement and on-going support of employee benefit programs requires seasoned experience and skillful advice. Since 1990, our experienced team of professionals has been providing the marketing and consulting knowledge to assist you in designing a customized b

enefits package that will help your organization attract and retain its most valuable asset – its employees. uses a common sense and disciplined approach to financial planning that is proven and effective. By implementing a combination of comprehensive financial, investment and insurance services, in an impartial professional environment, we are able to offer our clients enhanced wealth creation and unique employee benefit solutions. With a 95% client retention rating, employers who work with us find value in our attributes of independence, transparent pricing, flexibility and our client relationship management. Specialties
Financial Planning, Investments, Group Benefits, Group Pension, Executive Compensation, Segregated Funds, GICs, RRSPs, RRIFs and LIFs, Key Person Insurance, Life & Mortgage Insurance, Critical Illness & Long Term Disability Insurance.

Call or email us today and discover what options are available!
03/17/2026

Call or email us today and discover what options are available!

None of us succeeds alone. As the year closes, we’re thankful for the relationships that ground us — clients, colleagues...
12/19/2025

None of us succeeds alone. As the year closes, we’re thankful for the relationships that ground us — clients, colleagues, and partners.

You’re part of what makes our work meaningful.

Happy Holidays From All of Us!

Have a great long weekend!
10/12/2025

Have a great long weekend!

There are many opportunites to reduce taxes on your estate and make for an easy transition to your heirs but its importa...
08/13/2025

There are many opportunites to reduce taxes on your estate and make for an easy transition to your heirs but its important to get them done while you are both alive and of sound mind.

Ask us about a free portfolio review, alternative investments, private equity and retirement planning.
07/22/2025

Ask us about a free portfolio review, alternative investments, private equity and retirement planning.

Before the age of 65, one in four working-age Canadians will experience a disability that prevents them from working for...
05/20/2025

Before the age of 65, one in four working-age Canadians will experience a disability that prevents them from working for an extended period of time. If you were part of the 25 per cent, would you still be able to pay your bills?

The right insurance plan can help protect your money if you can't work due to an illness or injury, even if you already have some coverage at work.

Uncomplicate your Estate with Segregated funds. 100% Death benefit Guarantee and the ability to bypass probate.
05/03/2025

Uncomplicate your Estate with Segregated funds.
100% Death benefit Guarantee and the ability to bypass probate.

Ask us for a complimentary premium survey from over 25 Insurers.
04/17/2025

Ask us for a complimentary premium survey from over 25 Insurers.

04/16/2025
The recent market correction is creating and excellent entry point.
03/16/2025

The recent market correction is creating and excellent entry point.

Retirement age arrives swiftly, ensure you are adequately prepared. Inquire about our retirement planning services today...
12/17/2024

Retirement age arrives swiftly, ensure you are adequately prepared. Inquire about our retirement planning services today.

Nearly two-thirds (61 per cent) of Canadians say they’re afraid of running out of money in retirement, according to a new survey by the Canada Pension Plan Investment Board. The survey, which polled more than 4,700 Canadian adults, found more than two-thirds (67 per cent) of employees aged 28 to 4...

Address

1005 Skyview Drive # 101
Burlington, ON
L7P5B1

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 4pm

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