craig mcelroy

craig mcelroy

investment advisor

About

I am a co-founder of SAGE Investment Partners and an Investment Advisor with close to two decades of experience. The reason I do what I do is simple work to ensure current and future retirees have the stable income and consistent returns they need, without taking on a lot of risk. Having a deep understanding of pension-style asset management allows me to use asset allocation strategies to create financial well-being in any market environment. My wife and young family spend most of the weekend traveling to and from hockey arenas and baseball diamonds. We also spend a lot of time hiking on the Bruce Trail with our dog and enjoy the clear waters of Georgian Bay. Feel free to connect with me if you’re looking for investment advice that helps you plan for financial wellness.

Country

canada

City

oakville

Industry

financial services

Skill

mutual funds, investments, portfolio management, wealth management, financial advisory, retirement, estate planning, banking, investment management, financial services, mortgage lending, equities, finance, investment advisory

Experience

scotiabank global banking and markets

training manager

scotiabank global banking and markets

2002-7 - 2005-5 · 2 yrs 11 mos
cibc wood gundy

investment advisor

cibc wood gundy

2005-5 - Present · 21 yrs 5 mos

* Investment Advisor * Pension-style asset management * Asset allocation strategies

Education

laurentian university/université laurentienne

laurentian university/université laurentienne

sociology

1992-1 - 1994-1 · 2 yrs 1 mo
durham college

durham college

1995-1 - 1997-1 · 2 yrs 1 mo

craig mcelroy's Contact Information

Email

******@***.com

Phone

(**) *** ****

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