Williams Financial Group | Manulife Securities Incorporated

Jon and Daniel and their staff are true professionals in how they conduct themselves, their business and their relationships with clientele. My wife and I had been dealing with banks for decades as we saved into our RSPs. We noticed there was very little sustained upward movement in our investments despite hefty fees and even less advice coming from the bank. After a search of several firms and meeting with other advisors we arrived at an initial meeting with Jon and Daniel. These guys are diamonds. Visit them once. You will be quite relieved to find what you are looking for: attention to your situation; a plan that protects your money; access to funds and investments beyond what a bank can offer; good old fashioned and amazing customer service; the peace of mind other firms advertise but WFG delivers.

Moving to London some years ago from Northern Ontario, I was looking to have my investments managed locally. I joined up with Jon & his team for financial advice in 2013 which has been a great experience and a pleasure dealing with Dan Greer & Sandy Kobarda.I always look forward to my meetings with Jon to discuss the market and gain his advice. Recently we reviewed my life insurance policy and he was able to provide me with more insurance for less cost. He was proactive with my portfolio which I really appreciate.I would certainly recommend Williams Financial Group to anyone looking for sound financial advice.Thanks Jon & Williams Financial Team for looking after myself & my family!

I have been with Jon and his company for over 10 years and am delighted every time I talk to either Jon or Dan Greer. Would recommend if you have finacial goals and retirement plans to sit and work with them.Thanks for a great ten years and look forward more!$Steve MacIsaac

Have known Jon for many years. Jon is someone I would trust with any investment direction or advice. His professional knowledge, expertise, honestly and integrity is second to none. I would highly recommend and refer Jon to anyone looking to explore investment planning/opportunities. It’s been an extreme pleasure working with Jon and his team.

I have had the supreme pleasure of working with Jon Williams and his team as my investment advisory team for 2 years now.As a former Investment Advisor I know what a great advisor does and what the rest do and can say with absolute certainty that I now get the BEST Service I have ever had with respect to my investments AND I get great returns. I could not be more pleased!If you look at your service level and returns and are not getting what you know you should and know you deserve, you need to call Jon Williams immediately. Highly Highly Recommend!

Jon Williams and his team have been very helpful and accommodating helping me get in line with my financial future. There has been a lot of uncertainty over the last year and they been very quick to respond to my concerns. Sandy Kobarda, their executive assistant, is one of the most amazing people that I have ever had the pleasure to deal with. Williams Financial Group is there for you to help you personalize and plan your future.

Jon Williams and his team helped me to understand my financial situation and come up with a plan that suits my needs during a difficult life transition. I am very pleased with the outcome and I know Jon will always guide me towards what is best for me and my family when the subject is our savings and investments. 100% recommend Williams Financial Group!

Jon and his team have been instrumental in supporting both my personal and professional financial objectives. I value Jon’s advice and can approach him with any manner of financial goals and challenges. The team at Williams Financial Group are both proactive and responsive. It is a pleasure to work with this team!

Passion, knowledge and a genuine interest in achieving the best for their client is what makes a truly professional Financial Advisor. Thank you to Jon and his team for their dedication to their clients, we would recommend them to anyone wanting to achieve better financial outcome.