About Us

Our guiding principles are simple. We take the concept of service very seriously. We are experts in our fields. We are innovative. We are independent. We take the time to understand our clients. And we take an integrated approach to all our products and services to ensure healthy and positive outcomes. We are experienced. Our record of success dates back almost 40 years. Our expertise ranges from designing and implementing comprehensive and cost-effective benefit programs for our clients and their employees, to providing individual financial services to business owners and their top executives. We provide solutions for employers that help to retain top performers. We offer third party Human Resources services. And we provide disability programs aimed at bringing employees back to work in the safest and most timely way possible. All delivered by staff who are experts in their individual fields, but understand how important communication and collaboration is to the success of creating truly integrated responses. The Williamson Group experience is the difference between being listened to and being heard.


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 Group—A Cowan Company.