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Stephen B. Jones, CPA, CA, CFP®Senior Financial Advisor
Planning for your financial future is more than just looking at numbers. To us, it's the people and dreams behind the figures that matter the most.
We provide personalized professional wealth management services to high net worth families across Canada.
We take great pride in our ability to work closely with multi-generational families throughout every step of their financial journey. With over 25 years of experience, we have the knowledge and tools to create strategic plans to help families through complex and unique situations. We embrace technology to connect with and service our clients in ways that are most convenient for them.
Our team is built of well-educated professionals who strive to create the best experience for all of our clients. Each member of our team works collaboratively with our clients to ensure that they are well supported.