Financial Advisors

knowledgeable and experienced - great help and advice!

The staff, including consultants and administrative staff, are incredibly friendly and forward thinking. The consultants actually listen to your concerns and goals, and create plans to help you achieve them! They provide great products and offer realistic advice to help you to navigate the world of finance.

Tony is a complete joke. He doesn't do the mutual fund client test with everyone, to see how they can tolerate the market going up and down. Me and my mom lost thousands of dollars...you don't invest in what you know will work, he makes you invest in what he thinks will work. Yah I have Japanese funds that never never never made a cent in the twenty years I've had them. I told him I wanted Canadian Bond Funds. Ya you're better off at the bank. He's a crook.

Matt is reliable, flexible, and knowledgeable. I would recommend his service to everyone.

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!

Richard is a highly knowledgeable and personable financial planner. Every client we have referred to him have been treated with the highest level of professionalism. I highly recommend Richard.

One star for predatory business practices.