At Williams Financial Group we work with a pretty wise group of individuals, families, and businesses across the country who are committed to pursuing financial well-being. People who desire professional guidance and who understand the value of independent, objective advice, free from the conflicts of commissions, and proprietary products. If that sounds like you, we'd love to hear from you. Williams Financial Group is an investment advisory firm that serves our clients as a trusted partner and educational resource. We provide business owners and their organizations with portfolio construction, investment due diligence, and risk management consulting. We deliver comprehensive financial planning and wealth management solutions to families, entrepreneurs, and executives. We embrace global diversity and steward the protection, growth, and distribution of our clients’ wealth. Contact Me: Email | jon.williams@manulifesecurities.ca Phone | 519.646.1010 Investment Advice | Debt Management | Education Planning | Retirement Planning | Cash Flow Planning | Tax Planning | Estate Needs Analysis | Business Succession Planning | Fiduciary Portfolio Construction | Risk Management | Performance Reporting | Goal Monitoring | Stocks | Bonds | Mutual Funds | RRSPs I Manulife Securities | TFSA | RDSP | Family Trust | Wealth Distribution | Wealth Protection | Growth | Due Diligence
