Williams Financial Group | Manulife Wealth Inc.

About Williams Financial Group | Manulife Wealth Inc.

Williams Financial Group | Manulife Wealth Inc. is an investment services firm located in the Woodfield neighbourhood of London, Ontario. Serving individuals, families, business owners, and retirees, the firm provides a holistic approach to wealth management designed to help clients achieve their financial goals and personal fulfillment. The firm offers a variety of personalized financial solutions, including portfolio management, retirement planning, and estate planning. Their services are designed to help clients protect and grow assets, manage taxes, and ensure a legacy is passed on as desired. They provide insurance services to protect families and assets, specifically offering life insurance, disability insurance, and long-term care insurance. Additionally, the team provides investment products such as stocks, bonds, and mutual funds, while banking products and services are available through referral arrangements. The team is led by Jon Williams, a Senior Portfolio Manager, CFP, and CIM who also serves as a Life Insurance Agent. The firm emphasizes a fiduciary responsibility and high standards of stewardship, noting that only a small percentage of financial advisors in Canada hold the CIM designation. They describe their process as a three-step journey involving an initial information gathering meeting, the development of a customized plan, and ongoing progress monitoring. The firm operates as a fee-based practice where fees are transparently disclosed as a percentage of investments rather than on commissions. Clients can visit the office located near the corner of Queens Avenue and Colbourne. The business provides designated client parking directly in front of the building for a hassle-free experience.