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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.
Elizabeth is one of our Administrative Assistants. She works closely with our Financial Advisor, Catherine, in assisting with meeting preparation, account transfers, and mutual fund processing.
Elizabeth joined our office in October 2015 as a part-time Marketing Assistant as she completed her Bachelor of Arts in Kinesiology at Wilfrid Laurier University. After graduating in June 2017, she transitioned to a full-time position and began focusing on client administration.
When she is not at the office Elizabeth enjoys volunteering at her church, travel, and playing with her 2 miniature poodles, Duke & Fynn, and her lab cross, Maggie.