Williams Financial Group

Your Holistic Wealth Experience: Achieve Your Financial Goals and Live Your Best Life

Your Dreams, Your Goals – Our Priority in Wealth Management

Wealth Management Designed for Your Life

Beyond the numbers, we believe true wealth lies in a life filled with fulfillment and prosperity. Our holistic approach to investing revolves around you, ensuring your financial well-being is expertly handled. With personalized guidance and unwavering support, we're here to take care of your investments, giving you the freedom to focus on and fully enjoy the life you've always desired.

Individuals & Families

For Individuals and Families, we offer personalized financial solutions, including planning for retirement, saving for children's education, managing wealth, and securing the right insurance coverage. Count on us to support you every step of the way, through all of life's milestones.

Business Owners

We specialize in helping business owners with smart tax planning, effective cash flow management, and thoughtful succession planning, all tailored to foster the long-term growth and success of your business.

Retirees

As you step into your retirement years, we're here to help you optimize your retirement income, minimize risk, and protect your financial legacy. You can count on us for the personalized support and guidance you need to enjoy a secure and fulfilling retirement lifestyle.

Meet Our Team

Jon Williams

Portfolio Manager, CFP, CIM | Manulife Wealth Inc. Life Insurance Agent | Manulife Wealth Insurance Services Inc.

Rebekah Hunter

Administrative Assistant | Manulife Wealth Inc.

Meghan Andrusiak

Administrative Assistant, Manulife Wealth Inc.

David Baker

Insurance Advisor, Manulife Wealth Insurance Services Inc.

Terri Williams

Marketing Assistant | Manulife Wealth Inc.

Our Clients Say It Best: Success Stories and Testimonials

Shane Williams

"The experience with Williams Financial has been excellent. The welcome video and how to login to your account are simple and easy to follow. I especially like the Quarterly follow ups on how your money is performing. They make you feel like a special customer instead of just a number with the banks."

Ornela Strefi

"Passion, knowledge and genuine interest in achieving the best for their clients is what truly makes a financial advisor. Williams Financial has this and more. Their dedication to clients, business excellence and education sets them apart and I would highly recommend to anyone wanting to achieve better financial outcome."

Stephanie & Derek Tubman

"Having been clients of the Williams Financial Group | Manulife Securities Inc. for a few years, we are extremely satisfied with both the services received and dividends earned. Every interaction has been extremely positive; advisors giving technical assistance and education when warranted; the availability of multiple, easily accessible ways to review your portfolio; and personal emails with the invitation to join seminars that help "translate" current economic events into financial forecasts for our investments. In our experience, there are just a few of their noteworthy displays of dedication. Our financial future, according to one of their many proposed investment plans, has given us the confidence to know that our financial goals matter not only to us, but to them as well. Thank you, Jon, Daniel and team, for your strong commitment to your clients!"

Your Goals. Our Strategies.

Explore our range of services tailored to meet your unique financial needs.

Retirement Planning

Our personalized retirement plans are tailored to meet your unique aspirations and financial goals. Enjoy peace of mind as you embrace your retirement years.

Registered Retirement Savings Plan (RRSP)
Tax-Free Savings Account (TFSA)
Registered Retirement Income Fund (RRIF)
Guaranteed Income Supplement (GIS)
Canadian Pension Plan (CPP)
Locked-In Retirement Account (LIRA)

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Investment Solutions

Our Investment Solutions provide clarity and peace of mind, whether you're dreaming of retirement or seeking to grow your wealth. We will create personalized strategies designed just for you.

Tax-Free Savings Account (TFSA)
Registered Retirement Savings Plan (RRSP)
Registered Education Savings Plan (RESP)
Registered Retirement Income Fund (RRIF)
Locked-In Retirement Account (LIRA)
Non-Registered Investment Accounts
Corporate Investment Accounts
In-Trust Accounts for Children

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Estate Planning

Estate planning designed to protect your assets and put a plan in place so that your wishes are honored. Whether you have a family, charitable intentions, or unique considerations, we will provide personalized strategies for a secure and well-planned future.

Our comprehensive approach considers:

Wills
Beneficiaries
Life Insurance
Health Care Directives
Power of Attorney
Trusts
Charitable Giving
Tax Strategies

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Insurance Solutions

Safeguard your family's well-being with our customizable insurance solutions, providing you with a safety net against life's uncertainties. Let us guide you in securing the financial future of your loved ones.

Insurance solutions to meet your unique needs:

Life Insurance
Disability Insurance
Critical Illness Insurance
Long-Term Care Insurance

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Our Community Involvement

Our company has embraced a charitable initiative focused on combating the ever-increasing challenge of childhood hunger in our community. As a tribute to our amazing clients, we're proud to make monthly donations, working together to ensure no child goes hungry amidst the rising costs of food and living.

86

Schools Impacted

14081

Meals Donated

16

Meals Per Day

Let's Get Started on Your Success Story!

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