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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.
Stephen Jones was recognized by TNC on January 26th, 2017 for his outstanding work as a full service advisor. This award is given to advisors who go above and beyond to provide clients with complete financial planning.
Stephen Jones was named the 2015 Advisor of the Year by Wealth Professional on June 5, 2015. The award was chosen for the person who best demonstrated exemplary customer service, building and cementing client relationships, and pushing the envelope for an innovative Wealth Management Business.
In 2014, Stephen Jones was recognized as one of the Top 50 Advisors across Canada by Wealth Professional Magazine! Stephen finished in 7th place in all of Canada.
Stephen and Catherine Jones were recognized as the Habitat for Humanity's Don Brown Volunteers of the Year for 2013.