Catherine Jones

Catherine Jones CDFA, CFP®

Financial Advisor

Catherine is a financial advisor who specializes in helping clients clarify their financial goals and implement a simple and personal financial plan.





  • 2016 Hot List – Leading Figures in Canadian Wealth Management – Wealth Professional Magazine
  • 2010 Certified Financial Planner (CFP®)
  • 2007 Certified Divorce Financial Analyst (CDFA)
  • 2006 Investment Funds In Canada Licence (IFIC license to sell Mutual Funds)
  • 1989 Bachelor of Business Management – Ryerson (PI) University

Throughout her career, Catherine has worked in many areas of accounting and taxation, as a controller of a Waterloo computer dealership, and as an assistant and financial advisor in this practice.   Outside of the practice, in 2013, Catherine developed a Personal Financial Planning course for the University of Waterloo and taught for 4 years.

Catherine grew up in Lindsay, Ontario with a summer cottage in Haliburton which she and Stephen purchased from her Mom and are now rebuilding.  Catherine has four children, her oldest daughter works with us in marketing and administration, her second daughter will be completing her Bachelor of Design at Conestoga College, her son will be starting Sport Management at Niagara College and her teenage daughter loves planning rugby for her high school.  Along with the children, there are three dogs, a Senior Mixed Labrador – Maggie, a Senior Miniature Poodle – Duke (Duchess Marie), and goofy six-year-old Miniature Poodle – Fynn, who is also the family supervisor.  Catherine is an avid knitter and quilter, loves mystery novels and completed the Waterloo 5 km race in June 2018 with one of her daughters.