How to Become a Client

Are you interested in meeting with us? Learn how you can set up a discovery meeting with our team. We use this initial discovery meeting to learn more about you, what you are looking for in a Wealth Advisor, answer any questions you may have and determine if there is a good fit for us to work together. 

This initial meeting typically lasts about an hour.  

1. Book Your Meeting 

If you are interested in meeting with us, please fill out our Prospective Client Questionnaire (takes less than 2 minutes) and someone from our office will be in contact with you shortly. 

 

2. Prepare for Your Meeting 

  1. Make sure you have completed our Prospective Client Questionnaire 

  2. Someone from our office will reach out to you shortly after you complete the survey.

  3. Once your meeting has been scheduled, we recommend you review the following forms:

             Stephen Jones Office Overview

             Wealth Planning Checklist


3. Initial Meeting

After reviewing the documents above, you are now ready for your meeting! We are located in the Marsland Centre at 20 Erb Street West on the 10th floor (Suite 1002).

Our office has a complimentary parking space for clients to use, which is located in the parking lot on the map below (highlighted in yellow on the far left side of the parking lot). 

After your initial meeting our office will be in contact with you to follow up. If you have any questions, please do not hesitate to contact our office by calling (519) 746-1397, or filling out the form below. 

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