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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.
Ana is our Office Manager and Mutual Fund Associate. She is at the heart of our business and assists Stephen in preparing for meetings, providing client service to our clients and processing trade requests. Ana is extremely thorough in her work and is the “go-to” person in our office. In November 2019, Ana will have been with our office 20 years. She has gained a lot of experience. What she enjoys most about her role is interacting with our clients, not only helping them with their requests, but getting to know more about their personal/family lives.
Ana joined our office in 1999 with prior experience in the financial service industry. In February 2013 Ana completed the Canadian Investment Funds course.
Ana was born in Angola, Africa and moved to Kitchener in 1974. She and her husband, Sergio, have a daughter who loves her job at Teknik Salon and Spa and a son who has completed his second year business degree at Wilfrid Laurier University. Ana and her family are actively involved in the local Portuguese community, and enjoy travelling to Portugal to visit family.