Jon Williams Cim

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.