Jon is a native of London. He attended Oakridge Secondary School, and received a Bachelor Arts Degree in Economics from the University of Western Ontario. Jon is married with three daughters, Morgan, Kendra and Taylor.

Jon began his career in the financial services industry in 1998, working for a global investment firm as an associate financial advisor. Then in 2001 he joined Manulife Financial, and was promoted to Regional Vice President with Manulife Investments in 2002. He maintained this role until 2008 when he joined Manulife Securities. Today, Jon is the head of The Williams Financial Group and overseas all the responsibilities of the team including oversight of client portfolios, client meetings and investment research.

Jon is securities and insurance licensed.

Industry Courses:
- Professional Financial Planning Course
- Insurance Licensing Course
- Certified Financial Planning Designation
- Elder Planning Designation
- Level 1 Certified Financial Analyst
- Canadian Mutual Funds Course

Manulife Financial’s vision is to be the most professional life insurance company in the world: providing the very best financial protection and investment management services tailored to customers in every market where we do business. 
needs.

Shawn achieved an honours Commerce degree from McMaster University. Shawn majored in Finance and minored in Economics before starting his career with one of Canada’s largest banking institutions.

He developed a unique financial planning process that helped him to become one of the top representatives in the country with Canada’s largest independent distributor of insurance products.

Shawn is married with two children.  Shawn is an avid sports fan so much of his free time is spent exercising, playing sports, coaching or attending one of his children’s sporting activities.

Irene resides in London with her husband and two sons.

Irene began working for Manulife Securities in 2003.

Irene is an integral member of our team in the day-to-day operations. Irene is the lead on all administrative matters, and is happy to assist clients with any administrative questions or inquiries.

Industry Courses:
- Canadian Mutual Funds course

Terri is a native of Sault Ste Marie but has made London her home since attending the University of Western Ontario in 1995, where she obtained a Bachelor of Arts Degree in Sociology. She continued her education at Fanshawe College and graduated with a Financial Services Diploma.

Terri started her career in 1998 with a global investment firm. In 2002 she worked for a venture capital firm, and in 2003 she worked as a financial planner with a Chartered Canadian Bank. Terri’s primary role is to provide ongoing communication with our clients.

Industry Courses:
- Canadian Securities Course
- Conduct and Practices Handbook Course
- Professional Financial Planning Course