Manulife Wealth
Jon Williams CFP CIM has been a Portfolio Manager and Senior Investment Advisor at Williams Financial Group | Manulife Securities Incorporated since November 2008, with a focus on providing unbiased financial advice and prioritizing clients' interests. Concurrently, Jon serves as a Life Insurance Advisor with a specialization in Insurance Needs Analysis. Additionally, Jon contributes to the community as a Board Member for Ronald McDonald House Charities Southwestern Ontario and has held various leadership roles, including Regional Vice President at Manulife Asset Management and Board Vice President at Alzheimer Society London Middlesex. Jon holds the Chartered Investment Manager (CIM®) designation and the Certified Financial Planner (CFP) designation, alongside having passed Level I of the Chartered Financial Analyst (CFA) exam.
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Manulife Wealth
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For over 20 years, Manulife Wealth (formerly Manulife Securities) advisors have been helping Canadians feel confident about their finances through personalized advice and strategies for every stage of their life. As a client of Manulife Wealth, you benefit from the resources and expertise of Manulife, the global parent company. Since 1887*, Manulife serves one in four Canadians** and has over $1.3 trillion (US$1.0 trillion) in assets under management and administration at the end of 2022+. We work with more than 1,000± independent advisors across the country and we’re ready to help you invest in your future. To read our disclaimers, go to: https://www.manulifewealth.ca/clients/en/corporate-disclaimers