Hi. My name is Jeff Williams.
Please watch this short video and review the information below to learn more about how I help my clients achieve their financial goals & dreams.
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As a college professor and a financial advisor living in the GTA, I have been teaching people how money works for more than 30-years. Through time-tested educational tools, my mission is to help clients become properly protected, debt free, and achieve true financial independence.
I help my clients find answers to questions like:
We are not taught in school about the rules of money...
Do you think the rules of "the money game" should be taught in school? I do! Things like: How do mortgages work? What is the difference between a marginal and average tax rate? Should I save in an RRSP or TFSA? What are the diffent kinds of Life Insurance I can buy? Where is the best place to save for my child's future education costs?
When I meet with prospective clients, I often see life insurance in one place, investments in another, debt somewhere else—and none of those providers are working together to build a complete financial picture. Each one only sees a tiny piece of the puzzle, and that often leads to a disjointed and ineffective financial situation.
I’m here to build lifelong relationships with my clients. When we meet for the first time, there is no obligation or pressure. I simply want to get to know you and see if I can help:
I want to know what is important to YOU?
What are your goals and dreams?
What is your plan to achieve them?
After our initial consultation, we can decide if it makes sense to work together. If so, we will create and implement a customised plan for YOU, that brings clarity, direction, peace of mind... and ultimately, a healthy and exciting financial future.
A Comprehensive Financial Needs Analysis
Like many Canadians, you're likely in the dark about your finances. You pay your bills each month and do your best to prepare for the future. But the truth is, there's only so much money to go around and preparing for the future can be overwhelming.
A Financial Needs Analysis will provide a detailed overview of your current financial situation and suggest a personalized strategy for your financial security. This report is confidential, customized, and complementary for clients.
Here's an overview of the FNA's five basic sections and the information you'll receive:
Debt Solutions
Illustrates strategies for paying off credit cards and loans in the quickest, most efficient manner possible with little or no additional cash outlay.Retirement Income
Provides a detailed analysis of how much money you need to prepare for retirement.Education Funding
Projects actual costs for specific schools you select, then shows you several strategies for funding your children's education expenses.Income Protection
Offers a variety of strategies to ensure your family's financial future should you die prematurely.Building Your Financial Future
Pulls all your information together by outlining specific steps to put your plan into action.
Contact me for your no-obligation consultation
I am happy to meet in person or over Zoom to discuss how I can help.
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