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Your Holistic Wealth Experience: Achieve Your Financial Goals and Live Your Best Life

Your Holistic Wealth Experience: Achieve Your Financial Goals and Live Your Best Life

Your Dreams, Your Goals – Our Priority in Wealth Management

Wealth Management Designed for Your Life

Beyond the numbers, we believe true wealth lies in a life filled with fulfillment and prosperity. Our holistic approach to investing revolves around you, ensuring your financial well-being is expertly handled. With personalized guidance and unwavering support, we're here to take care of your investments, giving you the freedom to focus on and fully enjoy the life you've always desired.

Individuals & Families

Individuals & Families

For Individuals and Families, we offer personalized financial solutions, including planning for retirement, saving for children's education, managing wealth, and securing the right insurance coverage. Count on us to support you every step of the way, through all of life's milestones.

Business Owners

Business Owners

We specialize in helping business owners with smart tax planning, effective cash flow management, and thoughtful succession planning, all tailored to foster the long-term growth and success of your business.



As you step into your retirement years, we're here to help you optimize your retirement income, minimize risk, and protect your financial legacy. You can count on us for the personalized support and guidance you need to enjoy a secure and fulfilling retirement lifestyle.

Meet Our Team

Jon  Williams

Jon Williams

Portfolio Manager, CFP, CIM | Manulife Wealth Inc. Life Insurance Agent | Manulife Wealth Insurance Services Inc.

Rebekah  Hunter

Rebekah Hunter

Administrative Assistant | Manulife Wealth Inc.

Meghan  Andrusiak

Meghan Andrusiak

Administrative Assistant, Manulife Wealth Inc.

David  Baker

David Baker

Insurance Advisor, Manulife Wealth Insurance Services Inc.

Terri  Williams

Terri Williams

Marketing Assistant | Manulife Wealth Inc.

Our Clients Say It Best: Success Stories and Testimonials

 Your Goals. Our Strategies.

Explore our range of services tailored to meet your unique financial needs.

Retirement Planning

Our personalized retirement plans are tailored to meet your unique aspirations and financial goals. Enjoy peace of mind as you embrace your retirement years.

  • Registered Retirement Savings Plan (RRSP)
  • Tax-Free Savings Account (TFSA)
  • Registered Retirement Income Fund (RRIF)
  • Guaranteed Income Supplement (GIS)
  • Canadian Pension Plan (CPP)
  • Locked-In Retirement Account (LIRA)
Learn more

Investment Solutions

Our Investment Solutions provide clarity and peace of mind, whether you're dreaming of retirement or seeking to grow your wealth. We will create personalized strategies designed just for you.

  • Tax-Free Savings Account (TFSA)
  • Registered Retirement Savings Plan (RRSP)
  • Registered Education Savings Plan (RESP)
  • Registered Retirement Income Fund (RRIF)
  • Locked-In Retirement Account (LIRA)
  • Non-Registered Investment Accounts
  • Corporate Investment Accounts
  • In-Trust Accounts for Children
Learn more

Estate Planning

Estate planning designed to protect your assets and put a plan in place so that your wishes are honored. Whether you have a family, charitable intentions, or unique considerations, we will provide personalized strategies for a secure and well-planned future.

Our comprehensive approach considers:

  • Wills
  • Beneficiaries
  • Life Insurance
  • Health Care Directives
  • Power of Attorney
  • Trusts
  • Charitable Giving
  • Tax Strategies
Learn more

Insurance Solutions

Safeguard your family's well-being with our customizable insurance solutions, providing you with a safety net against life's uncertainties. Let us guide you in securing the financial future of your loved ones.

Insurance solutions to meet your unique needs:

  • Life Insurance
  • Disability Insurance
  • Critical Illness Insurance
  • Long-Term Care Insurance
Learn more

Our Community Involvement

Our company has embraced a charitable initiative focused on combating the ever-increasing challenge of childhood hunger in our community. As a tribute to our amazing clients, we're proud to make monthly donations, working together to ensure no child goes hungry amidst the rising costs of food and living.  


Schools Impacted


Meals Donated


Meals Per Day

Let's Get Started on Your Success Story!

Thank you!