The leading financial advisory service for business owners and executives

Jon D. Williams, CFP, EPC
Senior Investment Advisor with Manulife Securities Incorporated

Jon is a native of London. He attended Oakridge Secondary School, and received a Bachelor Arts Degree in Economics from the University of Western Ontario. Jon is married with three daughters, Morgan, Kendra and Taylor.

Jon began his career in the financial services industry in 1998, working for a global investment firm as an associate financial advisor. Then in 2001 he joined Manulife Financial, and was promoted to Regional Vice President with Manulife Investments in 2002. He maintained this role until 2008 when he joined Manulife Securities. Today, Jon is the head of The Williams Financial Group and overseas all the responsibilities of the team including oversight of client portfolios, client meetings and investment research.

Jon is securities and insurance licensed.

Industry Courses:
- Professional Financial Planning Course
- Insurance Licensing Course
- Certified Financial Planning Designation
- Elder Planning Designation
- Level 1 Chartered Financial Analyst
- Canadian Mutual Funds Course
- Advanced Investment Strategies
Wayne Gray
Shawn Redford
Wayne is a Certified Financial Planner with years of personal business experience. Wayne began his career with the Canadian Imperial Bank of Commerce and worked for several large Corporations prior to becoming a Financial Advisor with Manulife Securities Inc.

Wayne operates under his personal corporation WG Signature Financial Inc. along with Manulife Securities Inc.

Wayne’s passion is to help his clients navigate life’s uncertainties with simple, straightforward and personalized financial strategies.

Sandy Kobarda

Sandy has spent her entire career in the Financial Services Industry. She began her career with the Bank of Nova Scotia and has, for the past 10 years, worked with Wayne managing their office and handling all of the daily administrative duties.

Sandy guides clients through the various administrative issues they may encounter and expedites all required resolutions for client financial needs as they arise.

Irene Dunkley, Administrative Assistant.
Irene resides in London with her husband and two sons.

Irene began working for Manulife Securities in 2003.

Irene is an integral member of our team in the day-to-day operations. Irene is the lead on all administrative matters, and is happy to assist clients with any administrative questions or inquiries.

Industry Courses:
- Canadian Mutual Funds course

Terri Williams, Marketing Associate
Terri is a native of Sault Ste Marie but has made London her home since attending the University of Western Ontario in 1995, where she obtained a Bachelor of Arts Degree in Sociology. She continued her education at Fanshawe College and graduated with a Financial Services Diploma.

Terri started her career in 1998 with a global investment firm. In 2002 she worked for a venture capital firm, and in 2003 she worked as a financial planner with a Chartered Canadian Bank. Terri’s primary role is to provide ongoing communication with our clients.

Industry Courses:
- Canadian Securities Course
- Conduct and Practices Handbook Course
- Professional Financial Planning Course
Daniel Greer, Marketing Associate
Dan is a native of London. His educational background includes The University of Wilfrid Laurier as well as Fanshawe College here in London. With a broad business education background including Economics, Accounting, and Financial Mathematics, Dan has adapted strongly to the financial services industry.

Dan worked as the Finance Administrator with a local software business that sold products all over the world before joining Manulife Securities and the Williams Financial Group team at the start of 2014. Dan is working diligently to become licensed to be able to offer clients the same products and service they have become accustomed to here at WFG.

Industry Courses:
- Canadian Securities Course