individual financial services

At The Williamson Group (TWG), we specialize in Individual Financial Services that are exactly that – individual in approach. A one size never fits all way of working that reacts to individual circumstances rather than trying to bend them to fit a generic plan. We understand that our clients have busy professional and personal lives, and that they need help with understanding and addressing their personal or corporate financial needs.

black & white image of a couple sitting on a couch talking to a financial advisor

At the heart of this approach is TWG’s team of experts who adopt an integrated approach to developing financial strategies and solutions that will meet your personal and corporate needs. What does that mean? Well, it means analyzing your unique situation and then designing a customized strategy to help you meet your financial goals and exceed your expectations. All delivered in the most tax-efficient manner.

Fiercely independent, we’re proud of the flexibility this gives us to fully exploit the best outcomes for our clients. We select the best products from a wide variety of financial institutions to ensure outstanding solutions. This not only provides you with the desired financial security, but also delivers the peace of mind that comes with having your objectives met, no matter what curves life throws at you.

Our goal is building lasting relationships with our clients.

Our Partners

Mutual Funds and some Segregated Funds provided by the Fund Companies are offered through Worldsource Financial Management Inc., sponsoring mutual fund dealer. All other products and services are offered through The Williamson GroupA Cowan Company.

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