Jamie Williams, CFP®

Investment Advisor

Jamie is a graduate of The Royal Military College of Canada where he earned an Honours B.A. in Economics and Commerce. After graduation, he served in the Royal Canadian Airforce, retiring in 1991. Immediately after retiring from the airforce, Jamie entered the financial services industry and obtained his Certified Financial Planners designation (CFP®) in 1992.

For more than 25 years, Lisa and Jamie have been assisting individuals and business owners with their wealth management needs. In this era of overwhelming choice, where ambiguity and uncertainty are the norm, The Williams Team's mission is to help their clients simplify the complexity of their financial lives so that they can enjoy the freedom to focus on the real priorities in their lives.


Insurance products available through Jamie W. Williams.

Securing your Family's Future

Following the advice of a trusted advisor is shown to be a significant factor in building wealth and achieving investment success. Our team can provide sound advice and a Personal Wealth Management Strategy™ to guide & assist you & your family at any stage of life.