Awards

2017 TNC Branch: Full Service Planning Award

 TNC branch, award, logo

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. 

2015 Wealth Professional Awards: Advisor of the Year

2015 Advisor of the Year Award Stephen Jones

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. 

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2014 Wealth Professional Magazine: Top 50 Advisors - #7

2014 Wealth Professional Top 50 Advisors Stephen Jones

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. 

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2013 Habitat for Humanity: Volunteer of the Year Award 

Habitat for Humanity Waterloo Region Logo

Stephen and Catherine Jones were recognized as the Habitat for Humanity's Don Brown Volunteers of the Year for 2013. 

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